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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
28,210
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
27,960
shares
|
$1.34 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
27,887
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
27,244
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
27,172
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Added 109.22%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
26,657
shares
|
$1.28 Million
0.79% of portfolio
|
Q4 2022
Added 146.66%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
26,440
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2025
Added 35.94%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
26,019
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
25,917
shares
|
$1.24 Million
0.38% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
25,658
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
25,598
shares
|
$1.23 Million
0.14% of portfolio
|
Q3 2025
Added 24.64%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
25,479
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
25,408
shares
|
$1.22 Million
1.74% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
25,094
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
25,051
shares
|
$1.2 Million
0.22% of portfolio
|
Q3 2025
Reduced 26.35%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
24,943
shares
|
$1.2 Million
0.69% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
24,909
shares
|
$1.19 Million
0.63% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
24,778
shares
|
$1.19 Million
1.0% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
24,435
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2025
Added 46.77%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
24,092
shares
|
$1.15 Million
0.5% of portfolio
|
Q3 2025
Reduced 53.75%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
23,442
shares
|
$1.12 Million
0.4% of portfolio
|
Q4 2025
New holding
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
23,232
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jan 14, 2026 Q4 2025 |
23,198
shares
|
$1.11 Million
1.07% of portfolio
|
Q4 2025
New holding
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
23,091
shares
|
$1.11 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,004
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|