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 |
|---|---|---|---|---|---|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
22,949
shares
|
$1.1 Million
0.79% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
22,911
shares
|
$1.1 Million
0.63% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
22,852
shares
|
$1.09 Million
0.96% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
22,822
shares
|
$1.09 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
22,653
shares
|
$1.09 Million
0.5% of portfolio
|
Q1 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
22,541
shares
|
$1.08 Million
0.13% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
22,396
shares
|
$1.07 Million
0.3% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
22,252
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
22,079
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.84%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
21,979
shares
|
$1.05 Million
0.57% of portfolio
|
Q3 2025
Added 28.77%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
21,861
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
21,801
shares
|
$1.04 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
21,795
shares
|
$1.04 Million
0.63% of portfolio
|
Q4 2025
Reduced 29.64%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
21,708
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
21,663
shares
|
$1.04 Million
0.56% of portfolio
|
Q4 2022
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
21,655
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2022
Reduced 18.57%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
21,652
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2025
Added 5.21%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
21,605
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
21,571
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
21,328
shares
|
$1.02 Million
0.34% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
21,096
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2025
Added 28.34%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
21,061
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,941
shares
|
$1 Million
0.06% of portfolio
|
Q4 2023
Reduced 22.64%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
20,876
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
20,687
shares
|
$991,114
0.26% of portfolio
|
Q3 2025
Added 5.83%
|
|