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 |
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
524,098
shares
|
$23.7 Million
0.03% of portfolio
|
Q2 2025
Added 129.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
517,464
shares
|
$23.4 Million
0.0% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
512,976
shares
|
$23.2 Million
3.98% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
499,388
shares
|
$22.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
491,759
shares
|
$22.2 Million
6.97% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
487,420
shares
|
$22 Million
12.04% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
487,005
shares
|
$22 Million
1.16% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
472,500
shares
|
$21.4 Million
0.18% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
459,857
shares
|
$20.8 Million
9.12% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
458,932
shares
|
$20.7 Million
1.61% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
455,919
shares
|
$20.6 Million
1.96% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
453,247
shares
|
$20.5 Million
2.5% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
450,209
shares
|
$20.3 Million
0.17% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
440,645
shares
|
$19.9 Million
5.54% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
439,880
shares
|
$19.9 Million
3.49% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
437,150
shares
|
$19.8 Million
8.77% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
431,113
shares
|
$19.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 64.11%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
426,593
shares
|
$19.3 Million
3.21% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
426,159
shares
|
$19.3 Million
4.46% of portfolio
|
Q2 2025
Added 119.26%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
425,181
shares
|
$19.2 Million
12.33% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
424,837
shares
|
$19.2 Million
1.95% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
416,369
shares
|
$18.8 Million
6.84% of portfolio
|
Q2 2025
Added 27.31%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Aug 08, 2025 Q2 2025 |
414,700
shares
|
$18.7 Million
2.08% of portfolio
|
Q2 2025
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
414,685
shares
|
$18.7 Million
3.22% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
403,820
shares
|
$18.2 Million
10.23% of portfolio
|
Q2 2025
Added 10.96%
|