# DIMENSIONAL ETF TRUST (DFIV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DFIV/

- Reporting holders: 45
- Reported value: $662.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $278.9M | 4,992,574 | 2.0% | 13 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $115.0M | 2,083,562 | 1.5% | 17 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $47.6M | 852,853 | 5.3% | 10 |
| [Trinity Financial Advisors LLC](https://holderbook.com/funds/1809574-trinity-financial-advisors-llc/) | $37.2M | 666,684 | 9.6% | 16 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $28.5M | 509,494 | 1.1% | 20 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $27.3M | 488,379 | 4.2% | 8 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $20.8M | 372,724 | 3.0% | 18 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $18.7M | 337,438 | 4.7% | 9 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $18.0M | 327,127 | 4.1% | 18 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $9.0M | 160,595 | 1.8% | 21 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $8.6M | 153,875 | 1.9% | 6 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $8.1M | 145,088 | 0.2% | 8 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $5.8M | 104,297 | 0.6% | 20 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $5.6M | 100,137 | 0.7% | 16 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $4.0M | 71,172 | 2.1% | 4 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $3.7M | 69,345 | 1.2% | 12 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $3.3M | 58,793 | 0.3% | 1 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $2.9M | 51,717 | 0.6% | 20 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $2.6M | 47,431 | 1.6% | 8 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $2.6M | 47,353 | 0.1% | 21 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.9M | 34,276 | 0.0% | 7 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.3M | 23,618 | 0.1% | 4 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $1.2M | 21,963 | 0.6% | 9 |
| [Koenig Investment Advisory, LLC](https://holderbook.com/funds/2114481-koenig-investment-advisory-llc/) | $1.2M | 21,621 | 0.9% | 1 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $1.1M | 20,221 | 1.1% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 45 | $662.4M |
| Q2 2026 | 898 | $19.1B |
| Q1 2026 | 850 | $14.8B |
| Q4 2025 | 804 | $13.4B |
| Q3 2025 | 721 | $11.0B |
| Q2 2025 | 693 | $10.7B |
| Q1 2025 | 642 | $8.4B |
| Q4 2024 | 605 | $7.5B |
| Q3 2024 | 531 | $6.9B |
| Q2 2024 | 504 | $6.2B |
| Q1 2024 | 485 | $5.8B |
| Q4 2023 | 482 | $5.2B |