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 |
|---|---|---|---|---|---|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
84,402
shares
|
$4.04 Million
1.82% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
83,673
shares
|
$4.01 Million
0.76% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
82,606
shares
|
$3.96 Million
2.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
82,362
shares
|
$3.95 Million
0.45% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
81,944
shares
|
$3.93 Million
1.91% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
81,293
shares
|
$3.89 Million
0.03% of portfolio
|
Q3 2025
Added 52.12%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
80,706
shares
|
$3.87 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
80,286
shares
|
$3.85 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
78,334
shares
|
$3.75 Million
0.14% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
78,226
shares
|
$3.75 Million
1.68% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
78,034
shares
|
$3.74 Million
0.02% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
77,702
shares
|
$3.72 Million
0.26% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
77,120
shares
|
$3.69 Million
0.02% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
76,856
shares
|
$3.68 Million
0.03% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
76,605
shares
|
$3.67 Million
1.9% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
76,569
shares
|
$3.67 Million
2.91% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
75,449
shares
|
$3.61 Million
0.43% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
73,864
shares
|
$3.54 Million
2.14% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
73,024
shares
|
$3.5 Million
0.43% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
72,093
shares
|
$3.45 Million
0.19% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
71,355
shares
|
$3.42 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
69,845
shares
|
$3.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
69,842
shares
|
$3.35 Million
0.98% of portfolio
|
Q3 2025
Added 199.31%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
68,120
shares
|
$3.26 Million
2.0% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
67,764
shares
|
$3.25 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.29%
|
|