DIMENSIONAL ETF TRUST (DFIV)
Institutional ownership reported to the SEC as of Q3 2026, across 22 quarters.
45
Reporting holders
$662.4M
Reported value
0.0%
Calls
0.0%
Puts
-853
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $278.9M | 4,992,574 | 1.97% | 13q | +5.9%+$15.6M |
| Apella Capital, LLC | $115.0M | 2,083,562 | 1.46% | 17q | +7.2%+$7.8M |
| ECLECTIC ASSOCIATES INC /ADV | $47.6M | 852,853 | 5.32% | 10q | +3.0%+$1.4M |
| Trinity Financial Advisors LLC | $37.2M | 666,684 | 9.59% | 16q | HELD |
| Acropolis Investment Management, LLC | $28.5M | 509,494 | 1.14% | 20q | -50.0%-$28.4M |
| Factor Wealth Management LTD | $27.3M | 488,379 | 4.17% | 8q | -2.4%-$659.1K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $20.8M | 372,724 | 2.96% | 18q | -1.2%-$258.9K |
| Prism Advisors, Inc. | $18.7M | 337,438 | 4.68% | 9q | -9.8%-$2.0M |
| Apeiron RIA LLC | $18.0M | 327,127 | 4.10% | 18q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $9.0M | 160,595 | 1.76% | 21q | -4.8%-$456.9K |
| Bank of New Hampshire | $8.6M | 153,875 | 1.86% | 6q | +0.9%+$76.2K |
| Avidian Wealth Enterprises, LLC | $8.1M | 145,088 | 0.23% | 8q | +35.6%+$2.1M |
| RTD Financial Advisors, Inc. | $5.8M | 104,297 | 0.64% | 20q | +45.1%+$1.8M |
| Breakwater Capital Group | $5.6M | 100,137 | 0.66% | 16q | HELD |
| Baring Financial LLC | $4.0M | 71,172 | 2.12% | 4q | +2.5%+$95.4K |
| Cambridge Financial Group, LLC | $3.7M | 69,345 | 1.18% | 12q | HELD |
| Cooper Financial Group | $3.3M | 58,793 | 0.26% | new | NEW |
| COLLECTIVE FAMILY OFFICE LLC | $2.9M | 51,717 | 0.60% | 20q | +1.8%+$50.8K |
| Nautilus Advisors LLC | $2.6M | 47,431 | 1.60% | 8q | +1.3%+$32.9K |
| Valeo Financial Advisors, LLC | $2.6M | 47,353 | 0.06% | 21q | +14.2%+$328.1K |
| Wedmont Private Capital | $1.9M | 34,276 | 0.05% | 7q | +22.2%+$344.8K |
| Wealth Enhancement Trust Services, Inc. | $1.3M | 23,618 | 0.14% | 4q | -52.2%-$1.4M |
| Hardin Capital Partners, LLC | $1.2M | 21,963 | 0.60% | 9q | +2.3%+$27.9K |
| Koenig Investment Advisory, LLC | $1.2M | 21,621 | 0.88% | new | NEW |
| CogentBlue Wealth Advisors, LLC | $1.1M | 20,221 | 1.05% | 8q | -1.2%-$14.0K |
| Prosperity Planning, Inc. | $1.1M | 19,131 | 0.24% | 17q | -1.3%-$14.1K |
| Versant Capital Management, Inc | $1.0M | 18,244 | 0.09% | 20q | +2.8%+$27.3K |
| Iowa State Bank | $857.8K | 15,357 | 0.14% | 7q | -2.9%-$25.4K |
| BOS Asset Management, LLC | $570.7K | 10,217 | 0.13% | 12q | -5.3%-$31.9K |
| Financial Symmetry Inc | $544.9K | 9,755 | 0.17% | 12q | HELD |
| ALKEME WEALTH, LLC | $538.4K | 9,639 | 0.20% | 20q | +0.5%+$2.7K |
| EPIQ PARTNERS, LLC | $486.4K | 8,707 | 0.21% | 2q | +21.7%+$86.9K |
| Ridgewood Investments LLC | $393.3K | 7,041 | 0.14% | 9q | HELD |
| Everhart Financial Group, Inc. | $354.1K | 6,339 | 0.02% | 4q | +13.5%+$42.1K |
| GAMMA Investing LLC | $346.7K | 6,206 | 0.01% | 2q | HELD |
| Castleview Partners, LLC | $286.8K | 5,134 | 0.13% | 5q | -1.5%-$4.2K |
| Towneley Capital Management, Inc / DE | $249.2K | 4,462 | 0.05% | 4q | HELD |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $210.6K | 3,771 | 0.14% | 3q | -8.1%-$18.5K |
| Investors Research Corp | $103.5K | 1,853 | 0.02% | new | NEW |
| Retirement Wealth Solutions LLC | $103.3K | 1,849 | 0.05% | 5q | HELD |
| Hickory Point Bank & Trust | $100.1K | 1,792 | 0.06% | 3q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $9.5K | 171 | 0.00% | 3q | +0.6% |
| FIRST COMMUNITY TRUST NA | $7.4K | 133 | 0.00% | 9q | -89.7%-$64.5K |
| GoalVest Advisory LLC | $2.2K | 39 | 0.00% | new | NEW |
| Trust Co | $2.0K | 35 | 0.00% | 2q | HELD |
| CX Institutional | $5 | 94 | 0.00% | 5q | -89.6% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 45 | $662.4M | 11,892,212 | 4 | 17 | 13 | 0.0% |
| Q2 2026 | 898 | $19.1B | 332,469,169 | 86 | 390 | 197 | 0.0% |
| Q1 2026 | 850 | $14.8B | 280,720,674 | 88 | 310 | 239 | 0.0% |
| Q4 2025 | 804 | $13.4B | 269,007,964 | 55 | 299 | 181 | 0.0% |
| Q3 2025 | 721 | $11.0B | 239,525,505 | 62 | 281 | 178 | 0.0% |
| Q2 2025 | 693 | $10.7B | 250,914,935 | 68 | 278 | 183 | 0.0% |
| Q1 2025 | 642 | $8.4B | 214,832,916 | 68 | 234 | 166 | 0.0% |
| Q4 2024 | 605 | $7.5B | 212,386,879 | 34 | 243 | 123 | 0.0% |
| Q3 2024 | 531 | $6.9B | 181,776,417 | 42 | 219 | 134 | 0.0% |
| Q2 2024 | 504 | $6.2B | 173,269,707 | 40 | 217 | 114 | 0.0% |
| Q1 2024 | 485 | $5.8B | 159,197,571 | 34 | 185 | 137 | 0.0% |
| Q4 2023 | 482 | $5.2B | 152,517,670 | 48 | 191 | 113 | 0.0% |
| Q3 2023 | 420 | $4.8B | 146,942,836 | 29 | 188 | 89 | 0.0% |
| Q2 2023 | 405 | $4.5B | 135,533,457 | 32 | 168 | 105 | 0.0% |
| Q1 2023 | 389 | $3.7B | 114,083,227 | 40 | 143 | 98 | 0.0% |
| Q4 2022 | 370 | $3.3B | 107,318,102 | 48 | 140 | 83 | 0.0% |
| Q3 2022 | 308 | $2.4B | 93,268,753 | 33 | 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% |