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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,437
shares
|
$68,846
0.0% of portfolio
|
Q3 2021
Reduced 12.6%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,434
shares
|
$68,702
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,423
shares
|
$68,175
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
1,335
shares
|
$63,959
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
1,314
shares
|
$62,953
0.05% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,230
shares
|
$58,929
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,168
shares
|
$55,958
0.01% of portfolio
|
Q2 2025
Added 89.61%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,050
shares
|
$50,305
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,016
shares
|
$48,676
0.0% of portfolio
|
Q3 2025
Added 48.76%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$47,910
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
989
shares
|
$47,382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
976
shares
|
$46,760
0.0% of portfolio
|
Q3 2025
Added 209.84%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
970
shares
|
$46,472
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
917
shares
|
$43,933
0.0% of portfolio
|
Q3 2025
Added 69.19%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
904
shares
|
$43,310
0.01% of portfolio
|
Q2 2024
Reduced 21.12%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
891
shares
|
$42,687
0.0% of portfolio
|
Q4 2024
Added 160.53%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
857
shares
|
$41,058
0.01% of portfolio
|
Q4 2023
Added 888.56%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
805
shares
|
$38,567
0.01% of portfolio
|
Q3 2025
Added 72.38%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
726
shares
|
$34,782
0.0% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
700
shares
|
$33,537
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
666
shares
|
$31,908
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
615
shares
|
$29,464
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
600
shares
|
$28,745
0.0% of portfolio
|
Q3 2025
Reduced 41.18%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
576
shares
|
$27,596
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
549
shares
|
$26,302
0.01% of portfolio
|
Q1 2023
New holding
|
|