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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,599
shares
|
$986,898
0.01% of portfolio
|
Q1 2025
Added 45.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
20,393
shares
|
$977,028
0.0% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
20,080
shares
|
$962,032
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
20,073
shares
|
$961,697
0.06% of portfolio
|
Q2 2025
Added 25.6%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
20,058
shares
|
$960,978
0.01% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
19,967
shares
|
$956,618
0.03% of portfolio
|
Q3 2025
Added 25.63%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,966
shares
|
$956,571
0.06% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
19,769
shares
|
$947,132
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
19,649
shares
|
$941,383
0.54% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
19,455
shares
|
$932,089
0.14% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
19,175
shares
|
$918,674
0.0% of portfolio
|
Q3 2025
Added 37.14%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
19,152
shares
|
$917,572
0.16% of portfolio
|
Q4 2025
Reduced 2.63%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
19,126
shares
|
$916,326
0.25% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 13, 2026 Q4 2025 |
19,051
shares
|
$912,733
0.34% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
18,814
shares
|
$901,378
6.9% of portfolio
|
Q1 2024
New holding
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
18,783
shares
|
$899,893
0.42% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
18,775
shares
|
$899,510
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
18,598
shares
|
$891,030
0.0% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
18,550
shares
|
$888,730
0.44% of portfolio
|
Q4 2025
Added 9.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
18,359
shares
|
$879,579
0.05% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
18,318
shares
|
$877,615
0.04% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
18,170
shares
|
$870,524
0.32% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
17,905
shares
|
$857,828
0.53% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
17,680
shares
|
$847,048
0.11% of portfolio
|
Q4 2025
Reduced 13.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
17,541
shares
|
$840,389
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|