DIMENSIONAL ETF TRUST (DFIV)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
861
Reporting holders
$17.4B
Reported value
0.0%
Held as options
+42
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $2.6B | 47,730,007 | 1.60% | 20q | +114.4%+$1.4B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8B | 33,545,101 | 0.97% | 20q | +7.6%+$128.0M |
| PNC Financial Services Group, Inc. | $929.2M | 17,201,811 | 0.46% | 20q | +4.5%+$40.3M |
| Focus Partners Wealth | $929.0M | 17,198,028 | 0.95% | 8q | +27.0%+$197.5M |
| Savant Capital, LLC | $574.1M | 10,548,529 | 1.69% | 20q | +20.4%+$97.5M |
| EP Wealth Advisors, LLC | $496.9M | 9,199,022 | 1.90% | 17q | +27.3%+$106.5M |
| NORTHERN TRUST CORP | $391.1M | 7,239,321 | 0.05% | 20q | HELD |
| Corient Private Wealth LP | $381.0M | 7,052,550 | 0.24% | 15q | +29.6%+$87.0M |
| Focus Partners Advisor Solutions, LLC | $320.4M | 5,930,567 | 2.72% | 19q | -2.1%-$6.7M |
| ENVESTNET ASSET MANAGEMENT INC | $274.7M | 5,084,560 | 0.06% | 20q | +21.4%+$48.4M |
| Farther Finance Advisors, LLC | $254.6M | 4,713,116 | 1.99% | 12q | +17.2%+$37.4M |
| RAYMOND JAMES FINANCIAL INC | $253.1M | 4,684,862 | 0.07% | 7q | -1.4%-$3.5M |
| Plancorp, LLC | $208.3M | 3,765,351 | 5.08% | 20q | +2.8%+$5.6M |
| BANK OF AMERICA CORP /DE/ | $207.1M | 3,834,628 | 0.01% | 19q | +12.8%+$23.6M |
| Cerity Partners LLC | $196.2M | 3,631,961 | 0.24% | 16q | +13.0%+$22.6M |
| Index Fund Advisors, Inc. | $193.9M | 3,590,153 | 7.70% | 19q | +1.1%+$2.1M |
| JONES FINANCIAL COMPANIES LLLP | $187.5M | 3,479,895 | 0.08% | 11q | +31.4%+$44.8M |
| HighTower Advisors, LLC | $183.3M | 3,392,299 | 0.18% | 20q | +0.7%+$1.3M |
| Creative Planning | $182.6M | 3,381,003 | 0.11% | 20q | -1.0%-$1.8M |
| Foster Group, Inc. | $158.7M | 2,937,971 | 4.22% | 20q | HELD |
| LPL Financial LLC | $148.5M | 2,748,495 | 0.03% | 17q | +17.8%+$22.4M |
| Kestra Investment Management, LLC | $139.2M | 2,576,518 | 2.70% | 8q | -36.0%-$78.3M |
| UBS Group AG | $132.3M | 2,448,827 | 0.02% | 20q | +15.5%+$17.7M |
| Modera Wealth Management, LLC | $124.6M | 2,306,071 | 1.33% | 20q | +3.2%+$3.9M |
| Confluence Wealth Services, Inc. | $111.9M | 2,072,260 | 3.20% | 16q | +16.4%+$15.8M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $107.9M | 1,998,100 | 0.16% | new | NEW |
| Apella Capital, LLC | $107.4M | 1,943,050 | 1.52% | 16q | +2.5%+$2.6M |
| Beacon Pointe Advisors, LLC | $106.2M | 1,965,098 | 0.49% | 18q | +40.0%+$30.3M |
| Cetera Investment Advisers | $103.6M | 1,918,032 | 0.09% | 20q | +2.8%+$2.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $99.2M | 1,835,877 | 1.45% | 20q | +2.8%+$2.7M |
| TCI Wealth Advisors, Inc. | $96.5M | 1,786,134 | 4.17% | 20q | +10.9%+$9.5M |
| Team Hewins, LLC | $94.3M | 1,745,668 | 25.80% | 15q | -0.9%-$843.0K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $87.0M | 1,610,229 | 6.88% | 19q | +0.5%+$442.2K |
| ROYAL BANK OF CANADA | $83.4M | 1,543,806 | 0.01% | 20q | +5.5%+$4.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $80.4M | 1,450,974 | 0.13% | 12q | +21.2%+$14.1M |
| CHOREO, LLC | $79.8M | 1,477,472 | 0.88% | 20q | HELD |
| Evanson Financial, LLC | $77.3M | 1,430,696 | 3.78% | new | FIRST |
| Wealth Management Nebraska | $76.5M | 1,416,453 | 6.83% | 7q | +6.7%+$4.8M |
| JANE STREET GROUP, LLC | $70.6M | 1,306,543 | 0.01% | 6q | -39.1%-$45.4M |
| Falcon Wealth Planning | $69.8M | 1,291,418 | 4.40% | 19q | +2.5%+$1.7M |
| WELLS FARGO & COMPANY/MN | $67.3M | 1,245,108 | 0.01% | 20q | -38.2%-$41.6M |
| DIXON FNANCIAL SERVICES, INC. | $66.6M | 1,233,662 | 26.99% | 19q | -0.7%-$501.3K |
| Sequoia Financial Advisors, LLC | $65.8M | 1,217,842 | 0.33% | 19q | -2.2%-$1.5M |
| Vise Technologies, Inc. | $63.9M | 1,183,164 | 0.72% | 4q | +61.4%+$24.3M |
| Root Financial Partners, LLC | $63.7M | 1,179,895 | 2.48% | 14q | +35.2%+$16.6M |
| EARNED WEALTH ADVISORS, LLC | $62.8M | 1,163,317 | 4.05% | 19q | +15.1%+$8.3M |
| Beaird Harris Wealth Management, LLC | $61.8M | 1,144,454 | 3.87% | 19q | HELD |
| True Link Financial Advisors, LLC | $60.8M | 2,211,898 | 3.47% | 17q | +97.4%+$30.0M |
| Petersen Hastings Wealth Advisors Inc. | $59.5M | 1,101,723 | 4.99% | 3q | -1.6%-$975.5K |
| Smartleaf Asset Management LLC | $58.5M | 1,083,909 | 1.90% | 11q | HELD |
| Washington Trust Bank | $57.2M | 1,058,522 | 4.00% | 5q | -1.8%-$1.0M |
| Acropolis Investment Management, LLC | $54.4M | 1,018,217 | 1.14% | 19q | +100.2%+$27.2M |
| MASECO LLP | $54.2M | 1,003,214 | 1.52% | 5q | -1.4%-$755.9K |
| KEB ASSET MANAGEMENT, LLC | $51.3M | 950,337 | 8.31% | 19q | +7.2%+$3.4M |
| Waverly Advisors, LLC | $50.8M | 940,947 | 0.29% | 9q | +371.0%+$40.0M |
| SAX WEALTH ADVISORS, LLC | $49.8M | 943,741 | 2.03% | 19q | +5.3%+$2.5M |
| Mariner, LLC | $47.2M | 873,528 | 0.05% | 19q | +2.5%+$1.2M |
| Verus Financial Partners, Inc. | $46.5M | 860,998 | 3.98% | 16q | +1.7%+$770.4K |
| Equitable Holdings, Inc. | $46.4M | 858,805 | 0.28% | 20q | +13.6%+$5.5M |
| Parkwoods Wealth Partners, LLC | $45.3M | 839,208 | 7.28% | 8q | +9.2%+$3.8M |
| ECLECTIC ASSOCIATES INC /ADV | $44.7M | 827,730 | 5.09% | 9q | +4.6%+$2.0M |
| LANDAAS & CO /WI /ADV | $40.8M | 756,140 | 7.43% | 5q | +19.6%+$6.7M |
| Pallas Capital Advisors LLC | $39.4M | 730,191 | 1.21% | 14q | +5.8%+$2.2M |
| Wealth Architects, LLC | $38.2M | 707,134 | 3.02% | 20q | -2.6%-$1.0M |
| McGlone Suttner Wealth Management, Inc. | $38.0M | 703,455 | 4.46% | 15q | HELD |
| Disciplined Investments, LLC | $36.9M | 683,340 | 5.96% | 20q | +111.9%+$19.5M |
| FIDUCIARY FINANCIAL GROUP, LLC | $36.8M | 681,788 | 4.17% | 9q | +12.3%+$4.0M |
| Forvis Mazars Wealth Advisors, LLC | $36.5M | 674,823 | 0.61% | 17q | -1.4%-$507.5K |
| Hudock, Inc. | $36.4M | 673,584 | 4.66% | 4q | +1.5%+$551.2K |
| Planning Center, Inc. | $36.4M | 673,128 | 3.43% | 17q | HELD |
| Trinity Financial Advisors LLC | $36.1M | 668,402 | 9.28% | 15q | +0.9%+$336.8K |
| TRUIST FINANCIAL CORP | $36.1M | 668,302 | 0.04% | 20q | +0.8%+$270.3K |
| Merit Financial Group, LLC | $35.8M | 662,192 | 0.11% | 5q | +128.9%+$20.1M |
| Quent Capital, LLC | $35.6M | 658,997 | 2.19% | 19q | +10.6%+$3.4M |
| Baird Financial Group, Inc. | $33.3M | 616,504 | 0.05% | 20q | +9.2%+$2.8M |
| TOBIAS FINANCIAL ADVISORS, INC. | $33.0M | 610,701 | 4.19% | 17q | +2.5%+$793.2K |
| Three Arch Wealth Management LLC | $32.6M | 602,821 | 4.99% | 3q | +3.0%+$940.1K |
| B&D White Capital Company, LLC | $31.7M | 587,103 | 3.16% | 6q | +79.7%+$14.1M |
| Hill Investment Group Partners, LLC | $31.3M | 579,199 | 3.19% | 20q | -2.5%-$786.4K |
| JPMORGAN CHASE & CO | $31.0M | 574,462 | 0.00% | 15q | -1.9%-$604.9K |
| Kestra Advisory Services, LLC | $30.8M | 570,476 | 0.10% | 20q | +17.3%+$4.5M |
| SACHEM HILL LLC | $30.6M | 566,016 | 5.44% | 20q | -1.3%-$388.2K |
| Integrated Wealth Concepts LLC | $29.7M | 549,682 | 0.14% | 17q | +89.1%+$14.0M |
| MML INVESTORS SERVICES, LLC | $27.7M | 513,667 | 0.06% | 18q | +25.7%+$5.7M |
| Allworth Financial LP | $27.4M | 507,224 | 0.12% | 20q | -2.2%-$605.8K |
| Factor Wealth Management LTD | $27.0M | 500,179 | 4.08% | 7q | +13.2%+$3.2M |
| AQR CAPITAL MANAGEMENT LLC | $24.7M | 456,692 | 0.01% | 11q | +13.4%+$2.9M |
| OSAIC HOLDINGS, INC. | $24.4M | 451,840 | 0.03% | 20q | +32.3%+$6.0M |
| First Command Advisory Services, Inc. | $24.3M | 449,915 | 0.14% | 12q | -6.9%-$1.8M |
| BAYSHORE ASSET MANAGEMENT, LLC | $23.7M | 439,280 | 8.48% | 19q | HELD |
| COWA, LLC | $23.3M | 432,023 | 5.85% | 18q | -2.6%-$629.7K |
| Rockefeller Capital Management L.P. | $23.2M | 429,826 | 0.04% | 20q | -19.3%-$5.5M |
| PINNEY & SCOFIELD, INC. | $22.9M | 424,299 | 11.21% | 7q | HELD |
| Wescott Financial Advisory Group, LLC | $22.6M | 418,590 | 1.75% | 20q | +3.7%+$814.0K |
| MASON STREET ADVISORS, LLC | $22.4M | 414,285 | 2.02% | 5q | +2.7%+$592.6K |
| Disciplined Equity Management, Inc. | $22.3M | 413,227 | 9.89% | 19q | +3.4%+$724.4K |
| Squire Investment Management Company, LLC | $22.3M | 412,587 | 5.37% | 11q | +3.9%+$831.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $21.7M | 401,959 | 0.03% | 20q | +3.9%+$806.9K |
| FISCHER INVESTMENT STRATEGIES, LLC | $21.6M | 399,195 | 10.29% | 5q | +31.2%+$5.1M |
| VESTIA PERSONAL WEALTH ADVISORS | $21.5M | 398,814 | 8.41% | 9q | +6.4%+$1.3M |
Showing the largest 100 of 893 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 861 | $17.4B | 322,277,819 | 84 | 373 | 188 | 0.0% |
| Q1 2026 | 819 | $14.6B | 276,848,109 | 85 | 297 | 234 | 0.0% |
| Q4 2025 | 772 | $13.2B | 264,911,981 | 51 | 287 | 176 | 0.0% |
| Q3 2025 | 696 | $10.9B | 236,839,814 | 59 | 267 | 177 | 0.0% |
| Q2 2025 | 664 | $10.6B | 247,611,154 | 64 | 265 | 177 | 0.0% |
| Q1 2025 | 615 | $8.3B | 211,846,726 | 68 | 222 | 161 | 0.0% |
| Q4 2024 | 572 | $7.4B | 208,805,692 | 32 | 226 | 118 | 0.0% |
| Q3 2024 | 495 | $6.8B | 178,479,190 | 37 | 203 | 126 | 0.0% |
| Q2 2024 | 470 | $6.0B | 169,163,952 | 35 | 202 | 106 | 0.0% |
| Q1 2024 | 451 | $5.2B | 141,005,162 | 34 | 170 | 125 | 0.0% |
| Q4 2023 | 445 | $4.8B | 138,660,403 | 48 | 169 | 105 | 0.0% |
| Q3 2023 | 382 | $4.4B | 134,683,571 | 26 | 171 | 81 | 0.0% |
| Q2 2023 | 369 | $4.1B | 125,046,192 | 26 | 154 | 98 | 0.0% |
| Q1 2023 | 354 | $3.4B | 104,955,688 | 39 | 132 | 88 | 0.0% |
| Q4 2022 | 321 | $2.9B | 94,692,235 | 35 | 126 | 70 | 0.0% |
| Q3 2022 | 307 | $2.4B | 93,259,252 | 32 | 125 | 79 | 0.0% |
| Q2 2022 | 301 | $2.5B | 86,701,565 | 62 | 109 | 62 | 0.0% |
| Q1 2022 | 264 | $2.6B | 77,810,391 | 44 | 93 | 47 | 0.0% |
| Q4 2021 | 248 | $2.5B | 74,975,804 | 39 | 70 | 37 | 0.0% |
| Q3 2021 | 172 | $1.6B | 50,217,589 | 168 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $8.6M | 297,316 | 0 | 0 | 0 | 0.0% |