DFIV · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFIV)
Who is buying and selling DFIV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 362
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFIV at a glance
- No open-market insider purchases or sales of DFIV were filed in the last 90 days.
- 362 13F filers hold DFIV among their 50 largest positions, worth $12.3B combined. The biggest bets by portfolio weight are Dixon Fnancial Services, Inc. (27.2%), Team Hewins, LLC (25.8%) and Financially in Tune, LLC (20.3%). In their latest 13Fs, 3 managers opened a new position and 77 added to one.
- No member of Congress has disclosed a trade in DFIV.
DFIV insider trading
No open-market insider purchases or sales of DFIV were filed in the last 90 days.
Who owns DFIV? Hedge funds and superinvestors
362 13F filers hold DFIV among their 50 largest positions, worth $12.3B combined. The biggest bets by portfolio weight are Dixon Fnancial Services, Inc. (27.2%), Team Hewins, LLC (25.8%) and Financially in Tune, LLC (20.3%). In their latest 13Fs, 3 managers opened a new position and 77 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management CoWealth manager | 1.0% | $1.8B | 33,545,101 | +7.6% shares | Q2 2026 |
| Mercer Global Advisors Inc /advInvestment manager | 1.6% | $1.3B | 23,955,107 | +7.6% shares | Q2 2026 |
| PNC Financial Services Group, Inc.Bank & trust | 0.5% | $929.2M | 17,201,811 | +4.5% shares | Q2 2026 |
| Focus Partners WealthWealth manager | 1.0% | $929.0M | 17,198,028 | +27.0% shares | Q2 2026 |
| Savant Capital, LLCWealth manager | 1.7% | $574.1M | 10,548,529 | +20.4% shares | Q2 2026 |
| EP Wealth Advisors, LLCWealth manager | 1.9% | $496.9M | 9,199,022 | +27.3% shares | Q2 2026 |
| Focus Partners Advisor Solutions, LLCInvestment manager | 2.7% | $320.4M | 5,930,567 | -2.1% shares | Q2 2026 |
| Farther Finance Advisors, LLCWealth manager | 2.0% | $278.9M | 4,992,574 | +5.9% shares | Q3 2026 |
| Plancorp, LLCWealth manager | 5.1% | $208.3M | 3,765,351 | +2.8% shares | Q2 2026 |
| Index Fund Advisors, Inc.Wealth manager | 7.7% | $193.9M | 3,590,153 | +1.1% shares | Q2 2026 |
| Foster Group, Inc.Wealth manager | 4.4% | $161.5M | 2,891,254 | -1.6% shares | Q3 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 2.7% | $139.2M | 2,576,518 | -36.0% shares | Q2 2026 |
| Modera Wealth Management, LLCWealth manager | 1.3% | $127.7M | 2,286,759 | -0.8% shares | Q3 2026 |
| Apella Capital, LLCWealth manager | 1.5% | $115.0M | 2,083,562 | +7.2% shares | Q3 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 3.2% | $111.9M | 2,072,260 | +16.4% shares | Q2 2026 |
| Beacon Pointe Advisors, LLCWealth manager | 0.5% | $106.2M | 1,965,098 | — | Q2 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementWealth manager | 1.4% | $103.3M | 1,849,166 | +0.7% shares | Q3 2026 |
| TCI Wealth Advisors, Inc.Wealth manager | 4.2% | $96.5M | 1,786,134 | +10.9% shares | Q2 2026 |
| Team Hewins, LLCWealth manager | 25.8% | $94.3M | 1,745,668 | -0.9% shares | Q2 2026 |
| Jackson Thornton Wealth Management, LLCWealth manager | 6.9% | $87.0M | 1,610,229 | +0.5% shares | Q2 2026 |
| Choreo, LLCWealth manager | 0.9% | $83.5M | 1,495,638 | +1.2% shares | Q3 2026 |
| Wealth Management NebraskaInstitutional asset manager | 7.2% | $82.0M | 1,467,288 | +3.6% shares | Q3 2026 |
| Evanson Financial, LLCWealth manager | 3.9% | $78.5M | 1,404,680 | -1.8% shares | Q3 2026 |
| Evanson Asset Management, LLCAsset manager | 4.0% | $74.0M | 1,402,336 | +1.1% shares | Q1 2026 |
| Root Financial Partners, LLCWealth manager | 2.4% | $72.4M | 1,295,319 | +9.8% shares | Q3 2026 |
| Vise Technologies, Inc.Investment manager | 0.6% | $72.3M | 1,294,003 | +9.4% shares | Q3 2026 |
| Falcon Wealth PlanningWealth manager | 4.4% | $69.8M | 1,291,418 | +2.5% shares | Q2 2026 |
| Dixon Fnancial Services, Inc.Investment manager | 27.2% | $67.7M | 1,212,555 | -1.7% shares | Q3 2026 |
| Sax Wealth Advisors, LLCWealth manager | 1.8% | $63.6M | 1,138,487 | +20.6% shares | Q3 2026 |
| Earned Wealth Advisors, LLCWealth manager | 4.1% | $62.8M | 1,163,317 | +15.1% shares | Q2 2026 |
The 30 largest of 362 positions, by value. Each manager counts with its latest 13F (Q3 2026: 179, Q2 2026: 175, Q1 2026: 8). Screen DFIV in the grand portfolio →
DFIV stock trades by members of Congress
No member of Congress has disclosed a trade in DFIV.
DFIV questions and answers
Are insiders buying DFIV stock?
No open-market insider purchases or sales of DFIV were filed in the last 90 days.
Which hedge funds own DFIV?
362 13F filers hold DFIV among their 50 largest positions, worth $12.3B combined. The biggest bets by portfolio weight are Dixon Fnancial Services, Inc. (27.2%), Team Hewins, LLC (25.8%) and Financially in Tune, LLC (20.3%). In their latest 13Fs, 3 managers opened a new position and 77 added to one.
Has Congress traded DFIV?
No member of Congress has disclosed a trade in DFIV.
Who is the largest holder of DFIV?
Among 13F filers, Northwestern Mutual Wealth Management Co reports the largest DFIV position, $1.8B (33,545,101 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Dixon Fnancial Services, Inc.'s: 27.2% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.