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 |
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
242,482
shares
|
$11 Million
10.01% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
236,759
shares
|
$10.7 Million
0.38% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
236,075
shares
|
$10.7 Million
1.72% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
229,597
shares
|
$10.4 Million
1.72% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
223,432
shares
|
$10.1 Million
6.81% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
218,028
shares
|
$9.85 Million
1.96% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
216,856
shares
|
$9.8 Million
3.77% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
216,438
shares
|
$9.78 Million
3.2% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
215,638
shares
|
$9.74 Million
1.74% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
213,438
shares
|
$9.65 Million
5.96% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
208,944
shares
|
$9.44 Million
0.08% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
207,798
shares
|
$9.39 Million
1.5% of portfolio
|
Q4 2022
Added 25.87%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
204,660
shares
|
$9.25 Million
4.87% of portfolio
|
Q2 2025
Reduced 97.67%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
204,352
shares
|
$9.23 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
203,429
shares
|
$9.19 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
198,325
shares
|
$8.96 Million
0.02% of portfolio
|
Q2 2025
Added 57.95%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
192,244
shares
|
$8.69 Million
1.24% of portfolio
|
Q2 2025
Added 350.41%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
186,434
shares
|
$8.42 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
185,977
shares
|
$8.4 Million
0.6% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
185,442
shares
|
$8.38 Million
4.74% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
185,115
shares
|
$8.37 Million
5.32% of portfolio
|
Q2 2025
Added 25.46%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
185,083
shares
|
$8.36 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.38%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
184,612
shares
|
$8.34 Million
1.78% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
181,981
shares
|
$8.22 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
180,594
shares
|
$8.16 Million
5.27% of portfolio
|
Q2 2025
Added 22.88%
|