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 |
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
138,723
shares
|
$6.27 Million
2.22% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
137,187
shares
|
$6.2 Million
0.62% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
135,028
shares
|
$6.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
133,683
shares
|
$6.04 Million
3.75% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
133,204
shares
|
$6.02 Million
0.05% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
131,151
shares
|
$5.93 Million
3.43% of portfolio
|
Q2 2025
Added 142.04%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
130,408
shares
|
$5.89 Million
1.27% of portfolio
|
Q2 2025
Added 45.95%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
127,843
shares
|
$5.78 Million
0.01% of portfolio
|
Q2 2025
Added 520.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
127,480
shares
|
$5.76 Million
0.13% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
126,334
shares
|
$5.71 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
122,654
shares
|
$5.54 Million
3.38% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
121,488
shares
|
$5.49 Million
1.25% of portfolio
|
Q2 2023
Added 10.25%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
119,753
shares
|
$5.41 Million
0.84% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
119,404
shares
|
$5.4 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
119,178
shares
|
$5.39 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
118,048
shares
|
$5.33 Million
0.26% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
117,308
shares
|
$5.3 Million
2.97% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
114,509
shares
|
$5.17 Million
19.7% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
112,558
shares
|
$5.09 Million
5.44% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
110,292
shares
|
$4.98 Million
1.82% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
109,009
shares
|
$4.93 Million
1.41% of portfolio
|
Q2 2025
Reduced 30.32%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
108,418
shares
|
$4.9 Million
3.5% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
108,376
shares
|
$4.9 Million
0.01% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
106,838
shares
|
$4.83 Million
2.49% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
105,355
shares
|
$4.76 Million
0.07% of portfolio
|
Q2 2025
Added 24.34%
|