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 793 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
99,820
shares
|
$4.78 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
99,282
shares
|
$4.76 Million
1.21% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
98,762
shares
|
$4.73 Million
1.96% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
98,469
shares
|
$4.72 Million
0.13% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
98,379
shares
|
$4.71 Million
3.58% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
98,275
shares
|
$4.71 Million
3.82% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
95,942
shares
|
$4.6 Million
2.07% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
95,368
shares
|
$4.57 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
94,689
shares
|
$4.54 Million
2.33% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
94,037
shares
|
$4.51 Million
0.01% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
93,268
shares
|
$4.47 Million
1.14% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
92,899
shares
|
$4.45 Million
0.54% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
92,047
shares
|
$4.41 Million
0.93% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
91,351
shares
|
$4.38 Million
0.02% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
89,810
shares
|
$4.3 Million
3.5% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
In Track Investment Management Inc
|
Jan 14, 2026 Q4 2025 |
89,599
shares
|
$4.29 Million
2.72% of portfolio
|
Q4 2025
Reduced 7.89%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
89,316
shares
|
$4.28 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
89,248
shares
|
$4.28 Million
0.04% of portfolio
|
Q4 2025
Added 47.8%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
88,337
shares
|
$4.23 Million
0.01% of portfolio
|
Q3 2025
Added 46.58%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
87,750
shares
|
$4.2 Million
0.51% of portfolio
|
Q4 2025
Added 13.26%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Nov 05, 2025 Q3 2025 |
87,693
shares
|
$4.2 Million
0.99% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Oct 28, 2025 Q3 2025 |
86,849
shares
|
$4.16 Million
3.3% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
86,643
shares
|
$4.15 Million
1.87% of portfolio
|
Q3 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
86,418
shares
|
$4.14 Million
0.51% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
85,974
shares
|
$4.12 Million
0.49% of portfolio
|
Q3 2025
Added 0.19%
|
|