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 505 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $6.39 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
14,831,851
shares
|
$563 Million
1.55% of portfolio
|
Q1 2024
Added 41.99%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
12,825,217
shares
|
$487 Million
0.18% of portfolio
|
Q1 2024
Added 29.24%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
11,285,243
shares
|
$429 Million
4.71% of portfolio
|
Q1 2024
Added 2.35%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
6,523,366
shares
|
$248 Million
0.04% of portfolio
|
Q1 2024
Added 0.46%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
6,302,484
shares
|
$239 Million
2.68% of portfolio
|
Q1 2024
Added 4.13%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
5,440,664
shares
|
$207 Million
0.14% of portfolio
|
Q1 2024
Added 14.6%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
4,079,196
shares
|
$155 Million
4.71% of portfolio
|
Q1 2024
Added 86.83%
|
|
Index Fund Advisors, Inc.
|
May 13, 2024 Q1 2024 |
3,645,703
shares
|
$138 Million
7.56% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
2,781,729
shares
|
$106 Million
0.17% of portfolio
|
Q1 2024
Added 315.78%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
2,657,513
shares
|
$101 Million
1.49% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
Plancorp, LLC
|
May 14, 2024 Q1 2024 |
2,617,715
shares
|
$99.4 Million
4.19% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
2,597,058
shares
|
$98.6 Million
0.11% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,314,169
shares
|
$87.9 Million
13.61% of portfolio
|
Q4 2023
Added 2.26%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
2,308,920
shares
|
$87.7 Million
0.13% of portfolio
|
Q1 2024
Added 4.86%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
2,041,996
shares
|
$77.6 Million
0.2% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
1,956,662
shares
|
$74.3 Million
0.19% of portfolio
|
Q1 2024
Added 1.68%
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,952,148
shares
|
$74.1 Million
18.42% of portfolio
|
Q4 2022
Reduced 6.43%
|
|
Foster Group, Inc.
|
Apr 09, 2024 Q1 2024 |
1,921,453
shares
|
$73 Million
3.51% of portfolio
|
Q1 2024
Reduced -0.0%
|
|
Team Hewins, LLC
Redwood City, CA |
May 03, 2024 Q1 2024 |
1,806,230
shares
|
$68.6 Million
9.12% of portfolio
|
Q1 2024
Added 2.73%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
1,788,041
shares
|
$67.9 Million
1.99% of portfolio
|
Q1 2024
Added 2.94%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
1,664,757
shares
|
$63.2 Million
1.58% of portfolio
|
Q1 2024
Added 1.64%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,647,535
shares
|
$62.6 Million
0.09% of portfolio
|
Q1 2024
Reduced 20.12%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
1,568,171
shares
|
$59.6 Million
0.68% of portfolio
|
Q1 2024
Added 4.81%
|
|
Jackson Thornton Asset Management, LLC
|
May 15, 2024 Q1 2024 |
1,485,194
shares
|
$56.4 Million
9.32% of portfolio
|
Q1 2024
Added 0.62%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
1,464,242
shares
|
$55.6 Million
0.07% of portfolio
|
Q1 2024
Reduced 63.8%
|