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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,415
shares
|
$498,982
0.01% of portfolio
|
Q3 2025
Added 26.73%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
10,195
shares
|
$488,442
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,123
shares
|
$484,992
0.07% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,066
shares
|
$482,262
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
9,983
shares
|
$478,285
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
9,942
shares
|
$476,321
0.05% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
9,860
shares
|
$472,392
0.39% of portfolio
|
Q3 2025
Added 42.69%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
9,815
shares
|
$470,236
0.2% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
9,726
shares
|
$465,972
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
9,721
shares
|
$465,733
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
9,583
shares
|
$459,121
0.02% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
9,572
shares
|
$458,594
0.13% of portfolio
|
Q4 2025
Added 34.38%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
9,562
shares
|
$458,115
0.08% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
9,475
shares
|
$453,947
0.05% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
9,432
shares
|
$451,887
0.2% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
9,403
shares
|
$450,497
0.07% of portfolio
|
Q3 2025
Added 13.93%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
9,363
shares
|
$448,581
0.01% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,354
shares
|
$448,150
0.04% of portfolio
|
Q3 2025
Added 91.76%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Dec 17, 2025 Q3 2025 |
9,334
shares
|
$447,191
0.19% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
9,199
shares
|
$440,724
0.01% of portfolio
|
Q4 2025
Added 11.96%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
9,171
shares
|
$439,382
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
9,127
shares
|
$437,274
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
9,009
shares
|
$431,621
0.01% of portfolio
|
Q3 2025
Added 64.55%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
8,957
shares
|
$429,129
0.02% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
8,831
shares
|
$423,093
0.27% of portfolio
|
Q3 2025
Reduced 23.83%
|
|