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 |
|---|---|---|---|---|---|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
4,548
shares
|
$217,894
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
4,541
shares
|
$217,559
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Nov 12, 2025 Q3 2025 |
4,507
shares
|
$215,930
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
4,489
shares
|
$215,067
0.03% of portfolio
|
Q2 2024
Reduced 13.41%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
4,488
shares
|
$215,020
0.22% of portfolio
|
Q3 2025
Reduced 40.33%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
4,468
shares
|
$214,061
0.03% of portfolio
|
Q3 2025
Reduced 26.39%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
4,456
shares
|
$213,486
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,433
shares
|
$212,385
0.06% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
4,363
shares
|
$209,031
0.0% of portfolio
|
Q3 2025
Reduced 17.79%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4,292
shares
|
$205,629
0.03% of portfolio
|
Q3 2025
Reduced 21.28%
|
|
|
Scratch Capital LLC
Boise, ID |
Jan 12, 2026 Q4 2025 |
4,208
shares
|
$201,605
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,082
shares
|
$195,568
0.01% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
4,052
shares
|
$194,131
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,039
shares
|
$193,508
0.0% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,025
shares
|
$192,837
0.0% of portfolio
|
Q4 2023
Added 79.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,768
shares
|
$180,524
0.0% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,689
shares
|
$176,739
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
3,542
shares
|
$169,697
0.02% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
3,329
shares
|
$159,492
0.01% of portfolio
|
Q4 2023
Reduced 18.59%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
3,295
shares
|
$157,863
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
3,239
shares
|
$155,180
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
3,097
shares
|
$148,377
0.05% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
3,083
shares
|
$147,706
0.01% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
3,063
shares
|
$146,748
0.1% of portfolio
|
Q3 2025
Added 40.25%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
3,011
shares
|
$144,257
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|