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 |
|---|---|---|---|---|---|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Nov 06, 2025 Q3 2025 |
56,138
shares
|
$2.69 Million
2.15% of portfolio
|
Q3 2025
Reduced 21.52%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
55,769
shares
|
$2.67 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
54,980
shares
|
$2.63 Million
0.01% of portfolio
|
Q2 2025
Added 32.58%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
54,961
shares
|
$2.63 Million
1.43% of portfolio
|
Q4 2025
Reduced 3.78%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
54,202
shares
|
$2.6 Million
0.6% of portfolio
|
Q4 2025
Added 6.41%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
53,680
shares
|
$2.57 Million
0.51% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
52,363
shares
|
$2.51 Million
0.02% of portfolio
|
Q3 2025
Added 18.71%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
49,994
shares
|
$2.4 Million
0.48% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
48,906
shares
|
$2.34 Million
0.07% of portfolio
|
Q3 2025
Added 22.17%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
48,127
shares
|
$2.31 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
46,878
shares
|
$2.25 Million
0.97% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
46,117
shares
|
$2.21 Million
0.35% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
45,684
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2025
Added 18.61%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
45,600
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.01%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
45,367
shares
|
$2.17 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
45,016
shares
|
$2.16 Million
0.91% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
44,523
shares
|
$2.13 Million
1.08% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
44,424
shares
|
$2.13 Million
1.53% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
44,394
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
44,377
shares
|
$2.13 Million
0.59% of portfolio
|
Q1 2023
Added 2.84%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
43,523
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
43,352
shares
|
$2.08 Million
0.56% of portfolio
|
Q3 2025
Reduced 29.81%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 08, 2026 Q4 2025 |
43,164
shares
|
$2.07 Million
0.94% of portfolio
|
Q4 2025
Reduced 11.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
42,294
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2025
Added 113.83%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
42,190
shares
|
$2.02 Million
0.08% of portfolio
|
Q3 2025
Added 2.28%
|
|