DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFIV)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
903
Reporting holders
$16.1B
Reported value
0.0%
Calls
0.0%
Puts
+47
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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8B | 33,545,101 | 0.97% | 20q | +7.6%+$128.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $1.3B | 23,955,107 | 1.60% | 20q | +7.6%+$91.5M |
| 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 |
| 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 |
| Corient Private Wealth LP | $190.0M | 3,517,784 | 0.26% | 15q | -35.4%-$104.0M |
| 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 | +23.5%+$12.8M |
| 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 | $59.7M | 1,105,949 | 3.45% | 17q | -1.3%-$775.2K |
| 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 |
| 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 |
| Strategic Financial Services, Inc. | $44.3M | 820,043 | 1.94% | 14q | -1.6%-$726.9K |
| 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 |
| Premier Financial Group | $37.9M | 701,432 | 7.62% | 5q | -0.5%-$201.4K |
| Willow Creek Wealth Management Inc. | $37.5M | 693,499 | 2.46% | 18q | -5.3%-$2.1M |
| Cambridge Investment Research Advisors, Inc. | $37.4M | 693,096 | 0.04% | 20q | +107.6%+$19.4M |
| 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 |
| 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 |
| PEAPACK GLADSTONE FINANCIAL CORP | $28.7M | 531,033 | 0.33% | 15q | -3.8%-$1.1M |
| MML INVESTORS SERVICES, LLC | $27.7M | 513,667 | 0.06% | 18q | +25.7%+$5.7M |
| Acropolis Investment Management, LLC | $27.5M | 509,898 | 1.09% | 19q | HELD |
| 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 |
| M Holdings Securities, Inc. | $23.7M | 438,482 | 3.24% | 3q | -26.4%-$8.5M |
| 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 |
Showing the largest 100 of 904 reported holders. The count of 903 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 394 | $3.2B | 57,984,582 | 32 | 135 | 104 | 0.0% |
| Q2 2026 | 903 | $16.1B | 298,585,886 | 88 | 388 | 199 | 0.0% |
| Q1 2026 | 856 | $14.8B | 279,931,390 | 88 | 310 | 243 | 0.0% |
| Q4 2025 | 806 | $13.4B | 269,018,664 | 55 | 299 | 181 | 0.0% |
| Q3 2025 | 723 | $11.0B | 239,536,205 | 63 | 281 | 178 | 0.0% |
| Q2 2025 | 695 | $10.7B | 250,941,544 | 68 | 279 | 184 | 0.0% |
| Q1 2025 | 643 | $8.4B | 214,840,964 | 68 | 234 | 166 | 0.0% |
| Q4 2024 | 606 | $7.5B | 212,394,927 | 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 | 487 | $5.9B | 159,642,418 | 34 | 187 | 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 | 138 | 88 | 0.0% |
| Q3 2022 | 306 | $47.6B | 1,849,314,903 | 32 | 125 | 79 | 0.0% |
| Q2 2022 | 298 | $94.2B | 3,262,485,729 | 59 | 109 | 62 | 0.0% |
| Q1 2022 | 264 | $113.1B | 3,378,688,209 | 44 | 93 | 47 | 0.0% |
| Q4 2021 | 248 | $109.4B | 3,334,653,863 | 39 | 70 | 38 | 0.0% |
| Q3 2021 | 172 | $110.1B | 3,359,215,279 | 168 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $8.6M | 297,316 | 0 | 0 | 0 | 0.0% |