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 |
|---|---|---|---|---|---|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
8,819
shares
|
$422,518
0.35% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
8,791
shares
|
$421,176
0.01% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
8,696
shares
|
$416,625
0.05% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
8,689
shares
|
$416,289
0.29% of portfolio
|
Q3 2025
Added 17.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,648
shares
|
$414,325
0.01% of portfolio
|
Q3 2025
Added 3200.76%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
8,646
shares
|
$414,229
0.04% of portfolio
|
Q1 2025
Reduced 31.61%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,634
shares
|
$413,654
0.0% of portfolio
|
Q3 2025
Added 69.43%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
8,358
shares
|
$400,431
0.02% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
8,347
shares
|
$399,904
0.02% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
8,335
shares
|
$399,329
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
8,278
shares
|
$396,598
0.01% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
8,241
shares
|
$394,826
0.0% of portfolio
|
Q3 2025
Added 94.87%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
8,225
shares
|
$394,059
0.01% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
8,082
shares
|
$387,208
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
8,080
shares
|
$387,112
0.03% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
7,902
shares
|
$378,584
0.13% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 24, 2025 Q3 2025 |
7,789
shares
|
$373,170
0.43% of portfolio
|
Q2 2025
Reduced 44.29%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
7,749
shares
|
$371,254
0.0% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
7,651
shares
|
$366,559
0.09% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,626
shares
|
$365,361
0.03% of portfolio
|
Q2 2023
Reduced 5.13%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
7,601
shares
|
$364,163
0.19% of portfolio
|
Q3 2025
Added 20.14%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
7,515
shares
|
$360,043
0.04% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
7,476
shares
|
$358,175
0.04% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
7,473
shares
|
$358,031
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
7,428
shares
|
$355,875
0.25% of portfolio
|
Q2 2025
Reduced 53.37%
|
|