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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,904,420
shares
|
$91.2 Million
0.11% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,864,253
shares
|
$89.3 Million
0.1% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
1,834,355
shares
|
$87.9 Million
1.72% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
1,787,365
shares
|
$85.6 Million
27.84% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,748,220
shares
|
$83.8 Million
0.01% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,661,541
shares
|
$79.6 Million
4.11% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,639,299
shares
|
$78.5 Million
7.78% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,565,367
shares
|
$75 Million
4.75% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,542,252
shares
|
$73.9 Million
0.3% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,386,778
shares
|
$66.4 Million
4.21% of portfolio
|
Q4 2025
Added 2.23%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,369,821
shares
|
$65.6 Million
0.04% of portfolio
|
Q3 2025
Added 37.34%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,329,809
shares
|
$63.7 Million
0.79% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
1,323,891
shares
|
$63.4 Million
28.11% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,273,696
shares
|
$61 Million
2.07% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,263,013
shares
|
$60.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,252,443
shares
|
$60 Million
12.44% of portfolio
|
Q4 2023
New holding
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
1,231,501
shares
|
$59 Million
5.67% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,228,456
shares
|
$58.9 Million
2.22% of portfolio
|
Q3 2022
Reduced 11.03%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
1,206,881
shares
|
$57.8 Million
6.63% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,185,998
shares
|
$56.8 Million
4.27% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
1,167,192
shares
|
$55.9 Million
1.26% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,125,835
shares
|
$53.9 Million
3.35% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
1,105,712
shares
|
$53 Million
3.79% of portfolio
|
Q3 2025
Added 57.21%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
1,045,952
shares
|
$50.1 Million
2.34% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
897,869
shares
|
$43 Million
2.08% of portfolio
|
Q4 2025
Added 10.83%
|
|