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 |
|---|---|---|---|---|---|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
881,021
shares
|
$42.2 Million
5.0% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
858,718
shares
|
$41.1 Million
9.41% of portfolio
|
Q4 2025
Added 2.78%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
851,030
shares
|
$40.8 Million
1.99% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
844,896
shares
|
$40.5 Million
3.79% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
823,596
shares
|
$39.5 Million
6.96% of portfolio
|
Q1 2024
Reduced 7.86%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
820,714
shares
|
$39.3 Million
5.56% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
811,807
shares
|
$38.9 Million
9.73% of portfolio
|
Q3 2022
Reduced 1.86%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
797,317
shares
|
$38.2 Million
1.24% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
780,394
shares
|
$37.4 Million
2.22% of portfolio
|
Q3 2025
Added 31.61%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
765,491
shares
|
$36.7 Million
9.41% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
763,071
shares
|
$36.6 Million
1.35% of portfolio
|
Q4 2025
Added 7.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
755,962
shares
|
$36.2 Million
0.05% of portfolio
|
Q3 2025
Added 39.58%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
746,115
shares
|
$35.7 Million
0.3% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
734,705
shares
|
$35.2 Million
3.52% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
732,358
shares
|
$35.1 Million
2.94% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
724,496
shares
|
$34.7 Million
4.68% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
698,174
shares
|
$33.4 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
694,924
shares
|
$33.3 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
669,875
shares
|
$32.1 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
661,650
shares
|
$31.7 Million
9.41% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
652,587
shares
|
$31.3 Million
10.27% of portfolio
|
Q3 2025
Added 33.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
627,815
shares
|
$30.1 Million
0.01% of portfolio
|
Q3 2025
Added 16.21%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
612,867
shares
|
$29.4 Million
5.65% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
607,571
shares
|
$29.1 Million
6.13% of portfolio
|
Q3 2025
Added 42.57%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
602,784
shares
|
$28.9 Million
3.39% of portfolio
|
Q3 2025
Reduced 1.37%
|
|