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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
11,808
shares
|
$565,721
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
11,721
shares
|
$561,553
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
11,706
shares
|
$560,834
0.01% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
11,582
shares
|
$554,893
0.07% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,566
shares
|
$554,127
0.01% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
11,547
shares
|
$553,216
0.08% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,514
shares
|
$551,635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
11,514
shares
|
$551,635
0.0% of portfolio
|
Q3 2025
Added 122.54%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
11,513
shares
|
$551,587
0.07% of portfolio
|
Q3 2025
Reduced 12.92%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
11,503
shares
|
$551,108
0.08% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
11,499
shares
|
$550,917
0.02% of portfolio
|
Q2 2022
Added 1.3%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
11,498
shares
|
$550,869
0.21% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
11,387
shares
|
$545,551
0.11% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
11,288
shares
|
$540,808
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
11,277
shares
|
$540,281
0.09% of portfolio
|
Q3 2025
Added 24.99%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,261
shares
|
$539,514
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
11,187
shares
|
$535,969
0.42% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
11,136
shares
|
$533,525
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
11,001
shares
|
$527,057
0.35% of portfolio
|
Q4 2025
Added 28.1%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
10,914
shares
|
$522,889
0.02% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
10,768
shares
|
$515,894
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
10,594
shares
|
$507,558
0.22% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
10,571
shares
|
$506,456
0.05% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
10,432
shares
|
$499,797
0.24% of portfolio
|
Q1 2024
Added 9.32%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
10,430
shares
|
$499,701
0.14% of portfolio
|
Q3 2025
Added 0.1%
|
|