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 743 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 |
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
854,083
shares
|
$38.6 Million
3.78% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
852,653
shares
|
$38.5 Million
4.91% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
838,187
shares
|
$37.9 Million
5.56% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
827,294
shares
|
$37.4 Million
9.71% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
823,596
shares
|
$37.2 Million
6.96% of portfolio
|
Q1 2024
Reduced 7.86%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
811,807
shares
|
$36.7 Million
9.73% of portfolio
|
Q3 2022
Reduced 1.86%
|
|
|
Premier Financial Group
Eureka, CA |
Aug 14, 2025 Q2 2025 |
770,167
shares
|
$34.8 Million
9.64% of portfolio
|
Q2 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
741,524
shares
|
$33.5 Million
1.15% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
737,938
shares
|
$33.3 Million
2.99% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
737,195
shares
|
$33.3 Million
3.48% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
722,051
shares
|
$32.6 Million
4.67% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
703,313
shares
|
$31.8 Million
2.57% of portfolio
|
Q2 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
702,043
shares
|
$31.7 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
678,763
shares
|
$30.7 Million
1.2% of portfolio
|
Q2 2025
Added 156.21%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
669,875
shares
|
$30.3 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
656,611
shares
|
$29.7 Million
5.74% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
651,838
shares
|
$29.5 Million
1.72% of portfolio
|
Q2 2025
Added 29.57%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
647,336
shares
|
$29.3 Million
0.3% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
643,508
shares
|
$29.1 Million
8.55% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
611,184
shares
|
$27.6 Million
3.41% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
592,957
shares
|
$26.8 Million
2.45% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
577,942
shares
|
$26.1 Million
15.76% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
563,749
shares
|
$25.5 Million
4.8% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
541,606
shares
|
$24.5 Million
0.03% of portfolio
|
Q2 2025
Added 33.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
540,256
shares
|
$24.4 Million
0.0% of portfolio
|
Q2 2025
Added 27.78%
|