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 638 institutions that hold shares in the stock, with a total of 214 Million shares, which have been reported (via 13F filing form) to have a value of $8.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
366,519
shares
|
$14 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
363,934
shares
|
$13.9 Million
10.12% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
362,358
shares
|
$13.9 Million
3.29% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
359,539
shares
|
$13.8 Million
7.21% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
357,840
shares
|
$13.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
355,955
shares
|
$13.6 Million
9.96% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
347,160
shares
|
$13.3 Million
3.89% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
345,791
shares
|
$13.2 Million
0.12% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
345,350
shares
|
$13.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
340,864
shares
|
$13 Million
2.5% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
330,393
shares
|
$12.6 Million
7.63% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
327,051
shares
|
$12.5 Million
3.33% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
325,885
shares
|
$12.5 Million
3.31% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
319,470
shares
|
$12.2 Million
0.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
316,058
shares
|
$12.1 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
315,244
shares
|
$12.1 Million
9.31% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
308,933
shares
|
$11.8 Million
3.65% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
308,458
shares
|
$11.8 Million
9.6% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
307,854
shares
|
$11.8 Million
3.63% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
300,137
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
292,330
shares
|
$11.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
292,095
shares
|
$11.2 Million
5.36% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
283,663
shares
|
$10.9 Million
5.36% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
282,218
shares
|
$10.8 Million
3.8% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
277,764
shares
|
$10.6 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.98%
|