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 666 institutions that hold shares in the stock, with a total of 214 Million shares, which have been reported (via 13F filing form) to have a value of $8.6 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 |
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
20,025,999
shares
|
$803 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
17,791,542
shares
|
$714 Million
1.56% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,169,824
shares
|
$448 Million
4.47% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
8,490,204
shares
|
$341 Million
2.53% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,291,842
shares
|
$293 Million
0.15% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,714,393
shares
|
$269 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
5,652,108
shares
|
$227 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
5,376,491
shares
|
$216 Million
3.48% of portfolio
|
Q4 2024
Added 29.03%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,548,218
shares
|
$142 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
3,409,170
shares
|
$137 Million
5.28% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,393,744
shares
|
$136 Million
0.17% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
3,192,081
shares
|
$128 Million
8.05% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,007,651
shares
|
$121 Million
0.16% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,792,405
shares
|
$112 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
2,723,071
shares
|
$109 Million
3.99% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,665,257
shares
|
$107 Million
0.8% of portfolio
|
Q4 2024
Added 26.9%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,657,547
shares
|
$107 Million
0.21% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
2,551,604
shares
|
$102 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,314,169
shares
|
$92.8 Million
13.61% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,995,650
shares
|
$80.1 Million
0.16% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,952,148
shares
|
$78.3 Million
18.42% of portfolio
|
Q4 2022
Reduced 6.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,864,253
shares
|
$74.8 Million
0.1% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
1,858,815
shares
|
$74.6 Million
1.9% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,826,212
shares
|
$73.3 Million
0.03% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
1,757,739
shares
|
$70.5 Million
26.19% of portfolio
|
Q4 2024
Reduced 0.03%
|