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 |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
7,410
shares
|
$355,013
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
7,400
shares
|
$354,534
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
7,355
shares
|
$352,378
0.07% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
7,272
shares
|
$348,401
0.08% of portfolio
|
Q4 2023
Reduced 6.67%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
7,235
shares
|
$346,628
0.0% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
7,128
shares
|
$341,502
0.04% of portfolio
|
Q4 2025
Added 12.23%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
7,116
shares
|
$340,927
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
7,035
shares
|
$337,046
0.0% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
7,000
shares
|
$335,370
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
6,938
shares
|
$332,399
0.09% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
6,926
shares
|
$331,824
0.13% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
6,858
shares
|
$328,566
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
6,838
shares
|
$327,608
0.03% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,801
shares
|
$325,835
0.0% of portfolio
|
Q3 2025
Added 87.77%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
6,801
shares
|
$325,835
0.01% of portfolio
|
Q4 2025
Added 25.46%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
6,774
shares
|
$324,542
0.04% of portfolio
|
Q3 2025
Added 12.64%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
6,771
shares
|
$324,398
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
6,760
shares
|
$323,871
0.2% of portfolio
|
Q2 2025
Reduced 45.62%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
6,740
shares
|
$322,913
0.22% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
6,734
shares
|
$322,625
0.01% of portfolio
|
Q4 2025
Reduced 30.46%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
6,681
shares
|
$320,086
0.05% of portfolio
|
Q3 2025
Reduced 83.71%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
6,624
shares
|
$317,355
0.15% of portfolio
|
Q4 2025
Added 39.31%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,551
shares
|
$313,858
0.0% of portfolio
|
Q3 2022
Reduced 1.41%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
6,505
shares
|
$311,654
0.07% of portfolio
|
Q4 2025
Added 15.52%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
6,500
shares
|
$311,415
0.02% of portfolio
|
Q3 2025
Added 8.57%
|
|