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 |
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
397,609
shares
|
$18 Million
6.28% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
397,357
shares
|
$18 Million
4.51% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
393,136
shares
|
$17.8 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
390,936
shares
|
$17.7 Million
12.64% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
389,578
shares
|
$17.6 Million
1.33% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$17.5 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$17.5 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
387,258
shares
|
$17.5 Million
5.0% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
383,084
shares
|
$17.3 Million
0.08% of portfolio
|
Q2 2023
Added 9.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
378,536
shares
|
$17.1 Million
0.04% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
376,361
shares
|
$17 Million
6.17% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
374,246
shares
|
$16.9 Million
12.49% of portfolio
|
Q2 2024
Added 2.77%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
367,859
shares
|
$16.6 Million
1.34% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
356,379
shares
|
$16.1 Million
6.77% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
354,668
shares
|
$16 Million
4.16% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
353,453
shares
|
$16 Million
9.62% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
351,843
shares
|
$15.9 Million
3.33% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
342,363
shares
|
$15.5 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
341,349
shares
|
$15.4 Million
8.35% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
337,767
shares
|
$15.3 Million
4.16% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
336,933
shares
|
$15.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
330,962
shares
|
$15 Million
9.71% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
329,130
shares
|
$14.9 Million
7.75% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
324,603
shares
|
$14.7 Million
4.27% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
321,412
shares
|
$14.5 Million
4.76% of portfolio
|
Q2 2025
Added 1.88%
|