DFIV institutional holders

DIMENSIONAL ETF TRUST · 13F, 2026Q2

Managers holding892
Shares held297,356,970
Reported value$16.1bn
Quarter flows97 new, 427 added, 219 trimmed, 57 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO33,545,101$1.8bn1.0%
MERCER GLOBAL ADVISORS INC /ADV23,955,107$1.3bn1.6%
PNC Financial Services Group, Inc.17,201,811$929.2m0.5%
Focus Partners Wealth17,198,028$929.0m1.0%
Savant Capital, LLC10,548,529$574.1m1.7%
EP Wealth Advisors, LLC9,199,022$496.9m1.9%
NORTHERN TRUST CORP7,239,321$391.1m0.0%
Focus Partners Advisor Solutions, LLC5,930,567$320.4m2.7%
ENVESTNET ASSET MANAGEMENT INC5,084,560$274.7m0.1%
Farther Finance Advisors, LLC4,713,116$254.6m2.0%
RAYMOND JAMES FINANCIAL INC4,684,862$253.1m0.1%
Plancorp, LLC3,765,351$208.3m5.1%
BANK OF AMERICA CORP /DE/3,834,628$207.1m0.0%
Cerity Partners LLC3,631,961$196.2m0.2%
Index Fund Advisors, Inc.3,590,153$193.9m7.7%
Corient Private Wealth LP3,517,784$190.0m0.3%
JONES FINANCIAL COMPANIES LLLP3,479,895$187.5m0.1%
HighTower Advisors, LLC3,392,299$183.3m0.2%
Creative Planning3,381,003$182.6m0.1%
Foster Group, Inc.2,937,971$158.7m4.2%
LPL Financial LLC2,748,495$148.5m0.0%
Kestra Investment Management, LLC2,576,518$139.2m2.7%
UBS Group AG2,448,827$132.3m0.0%
Modera Wealth Management, LLC2,306,071$124.6m1.3%
Confluence Wealth Services, Inc.2,072,260$111.9m3.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DFIV"). DFIV price history · All 13F data

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