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 |
|---|---|---|---|---|---|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
110,493
shares
|
$4.23 Million
3.63% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
109,819
shares
|
$4.2 Million
0.1% of portfolio
|
Q4 2024
Added 19.56%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
107,364
shares
|
$4.11 Million
1.25% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
106,500
shares
|
$4.07 Million
1.94% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
105,177
shares
|
$4.02 Million
0.04% of portfolio
|
Q4 2024
Added 26.93%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
104,963
shares
|
$4.01 Million
0.27% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
104,044
shares
|
$3.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
103,583
shares
|
$3.96 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
102,261
shares
|
$3.91 Million
0.12% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
100,287
shares
|
$3.84 Million
2.23% of portfolio
|
Q4 2024
Added 31.84%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
100,163
shares
|
$3.83 Million
1.31% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
98,957
shares
|
$3.79 Million
1.43% of portfolio
|
Q4 2024
Added 19.5%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Feb 03, 2025 Q4 2024 |
98,797
shares
|
$3.78 Million
3.43% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
97,587
shares
|
$3.73 Million
0.85% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
97,520
shares
|
$3.73 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
97,337
shares
|
$3.72 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
96,653
shares
|
$3.7 Million
2.63% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
96,633
shares
|
$3.7 Million
1.72% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
94,281
shares
|
$3.61 Million
0.13% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
92,980
shares
|
$3.56 Million
3.34% of portfolio
|
Q4 2024
New holding
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
90,248
shares
|
$3.45 Million
3.35% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
90,093
shares
|
$3.45 Million
0.95% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
88,914
shares
|
$3.4 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
86,639
shares
|
$3.31 Million
0.51% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
86,559
shares
|
$3.31 Million
0.44% of portfolio
|
Q4 2024
Added 3.36%
|