Institutional Ownership Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV). We have compiled data on the 537 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $6.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
16,708,621
shares
|
$613 Million
1.52% of portfolio
|
Q2 2024
Added 12.65%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
14,657,246
shares
|
$538 Million
0.19% of portfolio
|
Q2 2024
Added 14.28%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,169,824
shares
|
$410 Million
4.47% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
7,746,055
shares
|
$284 Million
2.51% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,703,413
shares
|
$246 Million
0.04% of portfolio
|
Q2 2024
Added 2.76%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
6,117,707
shares
|
$225 Million
0.15% of portfolio
|
Q2 2024
Added 12.44%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
4,216,629
shares
|
$155 Million
4.32% of portfolio
|
Q2 2024
Added 3.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,953,828
shares
|
$145 Million
0.16% of portfolio
|
Q2 2024
Added 170.03%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
3,639,984
shares
|
$134 Million
7.56% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,563,358
shares
|
$131 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
3,534,492
shares
|
$130 Million
5.23% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,823,511
shares
|
$104 Million
0.16% of portfolio
|
Q2 2024
Added 1.5%
|
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
2,644,853
shares
|
$97.1 Million
4.13% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,623,512
shares
|
$96.3 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
2,404,702
shares
|
$88.3 Million
0.15% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,314,169
shares
|
$85 Million
13.61% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
2,279,286
shares
|
$83.7 Million
0.22% of portfolio
|
Q2 2024
Added 16.49%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,952,148
shares
|
$71.7 Million
18.42% of portfolio
|
Q4 2022
Reduced 6.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,909,848
shares
|
$70.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,864,253
shares
|
$68.4 Million
0.1% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 07, 2024 Q2 2024 |
1,801,917
shares
|
$66.1 Million
26.9% of portfolio
|
Q1 2024
Added 2.76%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
1,759,499
shares
|
$64.6 Million
1.89% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
1,735,983
shares
|
$63.7 Million
0.67% of portfolio
|
Q2 2024
Added 10.7%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
1,729,296
shares
|
$63.5 Million
1.05% of portfolio
|
Q2 2024
Added 3.88%
|
|
|
Jackson Thornton Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
1,610,200
shares
|
$59.1 Million
8.92% of portfolio
|
Q2 2024
Added 8.42%
|