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 |
|---|---|---|---|---|---|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
17,388
shares
|
$833,059
0.33% of portfolio
|
Q2 2025
Reduced 33.9%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
17,255
shares
|
$826,687
0.02% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
17,194
shares
|
$823,764
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
17,025
shares
|
$815,667
0.42% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
16,955
shares
|
$812,314
0.32% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
16,936
shares
|
$811,403
0.49% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
16,874
shares
|
$808,433
0.46% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
16,789
shares
|
$804,360
0.07% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
16,692
shares
|
$799,713
0.03% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
16,645
shares
|
$797,461
0.15% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
16,583
shares
|
$794,491
0.18% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
16,475
shares
|
$789,317
0.12% of portfolio
|
Q3 2025
Added 11.68%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
16,452
shares
|
$788,215
0.36% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
16,398
shares
|
$785,628
0.26% of portfolio
|
Q3 2025
Added 17.15%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
16,360
shares
|
$783,807
0.06% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
15,812
shares
|
$757,552
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
15,727
shares
|
$753,480
0.46% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
15,494
shares
|
$742,317
0.3% of portfolio
|
Q3 2025
Added 21.51%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
15,380
shares
|
$736,855
0.02% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
15,266
shares
|
$731,394
0.1% of portfolio
|
Q3 2025
Reduced 18.51%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
15,195
shares
|
$727,992
0.06% of portfolio
|
Q4 2025
Added 4.92%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
15,187
shares
|
$727,609
0.0% of portfolio
|
Q3 2025
Added 23.2%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
14,775
shares
|
$707,870
0.16% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
14,767
shares
|
$707,486
0.13% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
14,544
shares
|
$696,803
0.19% of portfolio
|
Q3 2023
Added 0.19%
|
|