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 |
|---|---|---|---|---|---|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
5,452
shares
|
$261,205
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
5,431
shares
|
$260,199
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
5,419
shares
|
$259,624
0.02% of portfolio
|
Q3 2025
Added 310.84%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
5,337
shares
|
$255,695
0.04% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
5,293
shares
|
$253,587
0.05% of portfolio
|
Q1 2025
Reduced 37.74%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,279
shares
|
$252,916
0.02% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
5,272
shares
|
$252,581
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
5,213
shares
|
$249,754
0.02% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
5,157
shares
|
$247,071
0.17% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
5,155
shares
|
$246,976
0.02% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
5,140
shares
|
$246,257
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
5,130
shares
|
$245,778
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
5,103
shares
|
$244,484
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
5,073
shares
|
$243,047
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
5,057
shares
|
$242,280
0.08% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
5,045
shares
|
$241,705
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
5,024
shares
|
$240,699
0.0% of portfolio
|
Q3 2025
Reduced 50.32%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
4,992
shares
|
$239,166
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
4,966
shares
|
$237,921
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
4,941
shares
|
$236,723
0.13% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
4,774
shares
|
$228,722
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
4,750
shares
|
$227,572
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
4,744
shares
|
$227,285
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
4,731
shares
|
$226,662
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
4,646
shares
|
$222,589
0.01% of portfolio
|
Q3 2025
Reduced 15.62%
|
|