DIMENSIONAL ETF TRUST (DFIV): Institutional Ownership
Hedge funds and institutional managers reporting a position in DFIV. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
7
13F filers
Aggregate Value
$35.9M
Across holders
Last Price
$53.88
2026-06-26
Sector
GICS
Holder activity3 new2 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 403K | $21.3M | 59.2% | 0.0% | Added | +$4.4M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 223K | $8.2M | 22.8% | 0.0% | New | — | Q1 2024 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 72K | $3.8M | 10.6% | 0.0% | Added | +$3.5M | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 30K | $1.6M | 4.4% | 0.0% | New | — | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 13K | $681K | 1.9% | 0.0% | New | — | Q1 2026 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 6K | $333K | 0.9% | 0.0% | Unchanged | +$0 | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 1K | $53K | 0.1% | 0.0% | Reduced | $-153K | Q1 2026 |
Added
Hedge Fund
$21.3M· 59.2% of total· 0.0% port· 403K sh· +$4.4M QoQ· Q1 2026
New
Hedge Fund
$8.2M· 22.8% of total· 0.0% port· 223K sh· — QoQ· Q1 2024
Added
Hedge Fund
$3.8M· 10.6% of total· 0.0% port· 72K sh· +$3.5M QoQ· Q1 2026
New
Hedge Fund
$1.6M· 4.4% of total· 0.0% port· 30K sh· — QoQ· Q1 2026
New
Hedge Fund
$681K· 1.9% of total· 0.0% port· 13K sh· — QoQ· Q1 2026
Unchanged
Hedge Fund
$333K· 0.9% of total· 0.0% port· 6K sh· +$0 QoQ· Q1 2026
Reduced
Hedge Fund
$53K· 0.1% of total· 0.0% port· 1K sh· $-153K QoQ· Q1 2026