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 |
|---|---|---|---|---|---|
|
Disciplined Equity Management, Inc.
|
Jan 14, 2026 Q4 2025 |
416,010
shares
|
$19.9 Million
10.78% of portfolio
|
Q4 2025
Added 2.15%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
415,108
shares
|
$19.9 Million
8.64% of portfolio
|
Q4 2025
Reduced 2.27%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
409,019
shares
|
$19.6 Million
6.14% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
401,280
shares
|
$19.2 Million
3.23% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
393,209
shares
|
$18.8 Million
11.58% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
389,578
shares
|
$18.7 Million
1.33% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
387,996
shares
|
$18.6 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$18.6 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$18.6 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
383,084
shares
|
$18.4 Million
0.08% of portfolio
|
Q2 2023
Added 9.44%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
379,530
shares
|
$18.2 Million
2.32% of portfolio
|
Q4 2025
Added 24.09%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2026 Q4 2025 |
379,096
shares
|
$18.2 Million
5.18% of portfolio
|
Q4 2025
Reduced 2.24%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
376,361
shares
|
$18 Million
6.19% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
374,246
shares
|
$17.9 Million
12.49% of portfolio
|
Q2 2024
Added 2.77%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
371,527
shares
|
$17.8 Million
1.4% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
370,519
shares
|
$17.8 Million
3.55% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
365,708
shares
|
$17.5 Million
4.22% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
364,118
shares
|
$17.4 Million
0.05% of portfolio
|
Q3 2025
Added 18.98%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
361,963
shares
|
$17.3 Million
8.95% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
360,014
shares
|
$17.2 Million
0.96% of portfolio
|
Q4 2025
Added 2.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
359,967
shares
|
$17.2 Million
0.02% of portfolio
|
Q3 2025
Added 23.8%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
352,884
shares
|
$16.9 Million
0.13% of portfolio
|
Q3 2025
Added 698.87%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
347,881
shares
|
$16.7 Million
9.3% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
345,503
shares
|
$16.6 Million
3.14% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
344,621
shares
|
$16.5 Million
0.46% of portfolio
|
Q3 2025
Added 21.43%
|
|