DFIV: Dimensional Etf Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
901 institutions reported holding $15.91B of Dimensional Etf Trust on Form 13F (855 the quarter before). 86 opened a new position and 40 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 33,545,101 | $1.81B |
| MERCER GLOBAL ADVISORS INC /ADV | 23,955,107 | $1.29B |
| PNC Financial Services Group, Inc. | 17,201,811 | $929.24M |
| Focus Partners Wealth | 17,198,028 | $929.04M |
| Savant Capital, LLC | 10,548,529 | $574.09M |
| EP Wealth Advisors, LLC | 9,199,022 | $496.93M |
| NORTHERN TRUST CORP | 7,239,321 | $391.07M |
| Focus Partners Advisor Solutions, LLC | 5,930,567 | $320.37M |
| ENVESTNET ASSET MANAGEMENT INC | 5,084,560 | $274.67M |
| Farther Finance Advisors, LLC | 4,713,116 | $254.60M |
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