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 |
|---|---|---|---|---|---|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
153,257
shares
|
$7.34 Million
3.28% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
151,922
shares
|
$7.28 Million
2.84% of portfolio
|
Q3 2023
Added 3.29%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
151,310
shares
|
$7.25 Million
0.67% of portfolio
|
Q4 2025
Added 4.16%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
149,957
shares
|
$7.18 Million
2.16% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 12, 2026 Q4 2025 |
148,861
shares
|
$7.13 Million
3.11% of portfolio
|
Q4 2025
Reduced 8.81%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
148,321
shares
|
$7.11 Million
0.01% of portfolio
|
Q3 2025
Added 142.27%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
139,717
shares
|
$6.69 Million
3.75% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 12, 2026 Q4 2025 |
138,142
shares
|
$6.62 Million
4.19% of portfolio
|
Q4 2025
Added 1.98%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
137,847
shares
|
$6.6 Million
0.57% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
136,896
shares
|
$6.56 Million
3.06% of portfolio
|
Q3 2025
Added 28.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
136,606
shares
|
$6.54 Million
0.04% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
136,101
shares
|
$6.52 Million
0.07% of portfolio
|
Q4 2025
Reduced 15.25%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
134,495
shares
|
$6.44 Million
1.36% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
134,110
shares
|
$6.43 Million
2.03% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
133,806
shares
|
$6.41 Million
3.39% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
132,875
shares
|
$6.37 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
131,243
shares
|
$6.29 Million
0.13% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
129,364
shares
|
$6.2 Million
2.12% of portfolio
|
Q3 2025
Added 33.05%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
129,106
shares
|
$6.19 Million
3.61% of portfolio
|
Q4 2025
Added 0.98%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
128,724
shares
|
$6.17 Million
0.1% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
125,185
shares
|
$6 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
125,178
shares
|
$6 Million
0.07% of portfolio
|
Q3 2025
Added 76.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
124,733
shares
|
$5.98 Million
0.16% of portfolio
|
Q3 2025
Added 1631.44%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
122,146
shares
|
$5.85 Million
0.02% of portfolio
|
Q3 2025
Reduced 34.0%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
121,488
shares
|
$5.82 Million
1.25% of portfolio
|
Q2 2023
Added 10.25%
|
|