Institutional Ownership Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV). We have compiled data on the 744 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
1,832,574
shares
|
$82.8 Million
28.3% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,824,444
shares
|
$82.4 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,672,558
shares
|
$75.6 Million
8.37% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,670,688
shares
|
$75.5 Million
0.13% of portfolio
|
Q2 2025
Added 144.56%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,601,649
shares
|
$72.4 Million
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
1,584,351
shares
|
$71.6 Million
4.03% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,522,218
shares
|
$68.8 Million
0.3% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
1,515,519
shares
|
$68.5 Million
0.9% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,495,634
shares
|
$67.6 Million
4.8% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,366,009
shares
|
$61.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.1%
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
1,337,217
shares
|
$60.4 Million
29.23% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,304,154
shares
|
$58.9 Million
3.9% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,303,722
shares
|
$58.9 Million
0.0% of portfolio
|
Q2 2025
Added 33.62%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,273,696
shares
|
$57.6 Million
2.07% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,252,443
shares
|
$56.6 Million
12.44% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,228,456
shares
|
$55.5 Million
2.22% of portfolio
|
Q3 2022
Reduced 11.03%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,209,385
shares
|
$54.7 Million
1.48% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,184,228
shares
|
$53.5 Million
4.27% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,173,390
shares
|
$53 Million
5.65% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,164,491
shares
|
$52.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
1,160,172
shares
|
$52.4 Million
6.71% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,097,757
shares
|
$49.6 Million
3.25% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,063,359
shares
|
$48.1 Million
1.73% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
997,424
shares
|
$45.1 Million
0.03% of portfolio
|
Q2 2025
Added 46.11%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
857,647
shares
|
$38.8 Million
1.99% of portfolio
|
Q2 2025
Added 0.14%
|