Dimensional ETF Trust - DFIV

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$14.77B
QoQ value delta ($000)
+$1.642B (+12.51%)
Implied price effect (QoQ)
+5.72%
Shares
Total shares
279,747,760
QoQ shares delta
+16,874,276 (+6.42%)
Total shares held by funds (by quarter)

Market chart (DFIV)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 838 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,645,463 31,175,901 1.01%
MERCER GLOBAL ADVISORS INC /ADV 1,174,969 22,261,639 1.74%
PNC FINANCIAL SERVICES GROUP, INC. 868,534 16,455,753 0.5%
Focus Partners Wealth 714,865 13,542,022 0.8%
Savant Capital, LLC 462,233 8,757,746 2.23%
EP Wealth Advisors, LLC 381,428 7,226,755 1.88%
NORTHERN TRUST CORP 381,093 7,220,415 0.05%
Focus Partners Advisor Solutions, LLC 319,557 6,055,401 3.22%
Corient Private Wealth LLC 286,936 5,442,896 0.41%
RAYMOND JAMES FINANCIAL INC 250,691 4,749,743 0.08%
ENVESTNET ASSET MANAGEMENT INC 221,029 4,187,745 0.06%
Farther Finance Advisors, LLC 214,400 4,020,264 2.02%
Kestra Investment Management, LLC 212,461 4,025,407 3.66%
Plancorp, LLC 201,972 3,664,235 5.74%
Index Fund Advisors, Inc. 187,398 3,550,562 8.43%
Creative Planning 180,234 3,414,821 0.12%
BANK OF AMERICA CORP /DE/ 179,348 3,398,047 0.01%
HighTower Advisors, LLC 177,809 3,368,869 0.19%
Cerity Partners LLC 169,567 3,212,707 0.24%
Foster Group, Inc. 154,711 2,931,247 4.6%
JONES FINANCIAL COMPANIES LLLP 135,665 2,647,604 0.07%
LPL Financial LLC 123,163 2,333,518 0.03%
Modera Wealth Management, LLC 117,910 2,233,998 1.41%
JANE STREET GROUP, LLC 113,285 2,146,371 0.01%
UBS Group AG 111,934 2,120,771 0.02%