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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
2,813
shares
|
$134,770
0.0% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
2,760
shares
|
$132,231
0.05% of portfolio
|
Q1 2025
Added 60.37%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,543
shares
|
$121,835
0.0% of portfolio
|
Q3 2025
Reduced 30.06%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
2,465
shares
|
$118,098
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,437
shares
|
$116,756
0.0% of portfolio
|
Q3 2025
Reduced 19.2%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,364
shares
|
$113,259
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
2,344
shares
|
$112,301
0.05% of portfolio
|
Q3 2025
Added 33.87%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
2,321
shares
|
$111,199
0.05% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,305
shares
|
$110,432
0.0% of portfolio
|
Q1 2024
Reduced 14.76%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
2,259
shares
|
$108,228
0.03% of portfolio
|
Q3 2025
Reduced 22.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,248
shares
|
$107,701
0.0% of portfolio
|
Q1 2024
Reduced 44.15%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,224
shares
|
$106,551
0.0% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,212
shares
|
$105,976
0.06% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
2,060
shares
|
$98,694
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
1,963
shares
|
$94,047
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
1,944
shares
|
$93,137
0.03% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
1,908
shares
|
$91,412
0.04% of portfolio
|
Q3 2025
Added 103.19%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
1,852
shares
|
$88,729
0.02% of portfolio
|
Q2 2023
Reduced 14.18%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
1,849
shares
|
$88,585
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
1,849
shares
|
$88,585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
1,723
shares
|
$82,548
0.02% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
1,694
shares
|
$81,159
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
1,643
shares
|
$78,716
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
1,610
shares
|
$77,135
0.02% of portfolio
|
Q3 2025
Added 55.56%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
1,437
shares
|
$68,846
0.01% of portfolio
|
Q2 2025
New holding
|
|