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 559 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $6.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
19,389,865
shares
|
$678 Million
1.62% of portfolio
|
Q3 2024
Added 16.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,945,456
shares
|
$662 Million
0.24% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,169,824
shares
|
$390 Million
4.47% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
7,746,055
shares
|
$271 Million
2.51% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,745,190
shares
|
$236 Million
0.04% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
6,562,462
shares
|
$229 Million
0.16% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,166,846
shares
|
$146 Million
3.63% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
3,639,984
shares
|
$127 Million
7.56% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,563,358
shares
|
$125 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
3,534,492
shares
|
$124 Million
5.23% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,231,889
shares
|
$113 Million
0.18% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
2,656,769
shares
|
$92.9 Million
0.15% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,646,910
shares
|
$92.5 Million
4.13% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,623,512
shares
|
$91.7 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,474,519
shares
|
$86.5 Million
0.21% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,314,169
shares
|
$80.9 Million
13.61% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,100,342
shares
|
$73.4 Million
0.71% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,952,148
shares
|
$68.2 Million
18.42% of portfolio
|
Q4 2022
Reduced 6.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,909,848
shares
|
$66.7 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
|
$65.2 Million
0.1% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,762,156
shares
|
$61.6 Million
0.98% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
1,759,499
shares
|
$61.5 Million
1.89% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
1,758,241
shares
|
$61.5 Million
12.39% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,692,968
shares
|
$59.2 Million
8.57% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,537,773
shares
|
$53.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.86%
|