Institutional Ownership Dimensional ETF Tr (DFIV)
Currently, there are no institutions holding Dimensional ETF Tr (DFIV). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
583,917
shares
|
$28 Million
4.12% of portfolio
|
Q4 2025
Added 7.28%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
582,345
shares
|
$27.9 Million
0.04% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
577,942
shares
|
$27.7 Million
15.76% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
543,967
shares
|
$26.1 Million
4.2% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
531,884
shares
|
$25.5 Million
0.0% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
526,329
shares
|
$25.2 Million
0.19% of portfolio
|
Q3 2025
Added 16.91%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
520,176
shares
|
$24.9 Million
1.2% of portfolio
|
Q4 2025
Added 1.22%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
512,732
shares
|
$24.6 Million
0.11% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
502,421
shares
|
$24.1 Million
2.04% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
500,006
shares
|
$24 Million
0.0% of portfolio
|
Q3 2025
Reduced 63.4%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
495,900
shares
|
$23.8 Million
1.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
490,863
shares
|
$23.5 Million
6.45% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
477,595
shares
|
$22.9 Million
0.05% of portfolio
|
Q3 2025
Added 26.17%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
474,162
shares
|
$22.7 Million
0.16% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
470,709
shares
|
$22.6 Million
3.42% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
463,634
shares
|
$22.2 Million
3.45% of portfolio
|
Q3 2025
New holding
|
|
|
Bayshore Asset Management, LLC
|
Jan 08, 2026 Q4 2025 |
450,427
shares
|
$21.6 Million
9.05% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
450,062
shares
|
$21.6 Million
3.22% of portfolio
|
Q3 2025
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
447,514
shares
|
$21.4 Million
6.9% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
444,454
shares
|
$21.3 Million
3.36% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
443,115
shares
|
$21.2 Million
2.12% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
435,091
shares
|
$20.8 Million
5.91% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
434,462
shares
|
$20.8 Million
1.62% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
430,483
shares
|
$20.6 Million
12.33% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
421,688
shares
|
$20.2 Million
1.96% of portfolio
|
Q3 2025
Reduced 0.74%
|
|