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 |
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
318,968
shares
|
$14.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
315,787
shares
|
$14.3 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
311,918
shares
|
$14.1 Million
0.07% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
307,839
shares
|
$13.9 Million
10.1% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
306,037
shares
|
$13.8 Million
0.04% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
304,950
shares
|
$13.8 Million
3.87% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
304,034
shares
|
$13.7 Million
6.43% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
302,493
shares
|
$13.7 Million
5.74% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
301,334
shares
|
$13.6 Million
5.32% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
300,137
shares
|
$13.6 Million
0.01% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
286,544
shares
|
$12.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
285,492
shares
|
$12.9 Million
3.53% of portfolio
|
Q2 2025
Added 28.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
283,811
shares
|
$12.8 Million
0.41% of portfolio
|
Q2 2025
Added 70.45%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
276,345
shares
|
$12.5 Million
0.13% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
272,272
shares
|
$12.3 Million
0.16% of portfolio
|
Q2 2025
Added 193.06%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
271,319
shares
|
$12.3 Million
6.68% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
270,159
shares
|
$12.2 Million
0.01% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
262,421
shares
|
$11.9 Million
9.85% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
260,585
shares
|
$11.8 Million
0.98% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
254,770
shares
|
$11.5 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
250,662
shares
|
$11.3 Million
1.63% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
249,588
shares
|
$11.3 Million
2.71% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
248,013
shares
|
$11.2 Million
3.0% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
246,620
shares
|
$11.1 Million
0.03% of portfolio
|
Q2 2025
Added 14.59%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
243,466
shares
|
$11 Million
1.92% of portfolio
|
Q2 2025
Added 0.9%
|