Dimensional ETF Trust - DFIV

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$13.12B

QoQ value delta ($000)

+$2.309B (+21.36%)

Implied price effect (QoQ)

+8.32%

Total shares

262,620,679

QoQ shares delta

+28,226,067 (+12.04%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 5 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,470,201	29,462,953	0.93%
MERCER GLOBAL ADVISORS INC /ADV	1,074,027	21,523,566	1.64%
PNC FINANCIAL SERVICES GROUP, INC.	772,164	15,474,236	0.42%
Focus Partners Wealth	689,790	13,823,466	0.79%
Savant Capital, LLC	428,614	8,589,459	2.44%
NORTHERN TRUST CORP	361,154	7,237,561	0.05%
EP Wealth Advisors, LLC	304,332	6,098,853	1.58%
Focus Partners Advisor Solutions, LLC	288,156	5,774,671	3.53%
Corient Private Wealth LLC	238,671	4,782,415	0.32%
RAYMOND JAMES FINANCIAL INC	188,768	3,782,939	0.06%
ENVESTNET ASSET MANAGEMENT INC	188,675	3,781,075	0.06%
Index Fund Advisors, Inc.	178,211	3,571,373	8.36%
Plancorp, LLC	178,198	3,571,120	5.39%
HighTower Advisors, LLC	172,739	3,461,723	0.19%
Creative Planning	171,239	3,431,663	0.12%
Farther Finance Advisors, LLC	161,506	3,236,596	1.73%
Foster Group, Inc.	154,818	3,102,581	4.68%
Cerity Partners LLC	153,566	3,077,484	0.22%
BANK OF AMERICA CORP /DE/	126,527	2,535,624	0.01%
Kestra Investment Management, LLC	121,881	2,442,525	2.98%
Modera Wealth Management, LLC	113,760	2,279,761	1.32%
LPL Financial LLC	110,099	2,206,395	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	102,203	2,019,437	0.14%
UBS Group AG	94,163	1,887,039	0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	90,208	1,807,792	1.61%