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 628 institutions that hold shares in the stock, with a total of 214 Million shares, which have been reported (via 13F filing form) to have a value of $8.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
86,447
shares
|
$3.51 Million
0.0% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
85,227
shares
|
$3.47 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
85,029
shares
|
$3.46 Million
0.82% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
83,465
shares
|
$3.39 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
83,230
shares
|
$3.38 Million
0.43% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
79,986
shares
|
$3.25 Million
0.05% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
79,581
shares
|
$3.24 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
78,607
shares
|
$3.2 Million
0.36% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
78,262
shares
|
$3.18 Million
0.45% of portfolio
|
Q4 2024
Added 71.02%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
77,940
shares
|
$3.17 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
77,702
shares
|
$3.16 Million
0.26% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
77,187
shares
|
$3.14 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
76,856
shares
|
$3.12 Million
0.03% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
76,499
shares
|
$3.11 Million
0.13% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
75,444
shares
|
$3.07 Million
0.02% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
74,622
shares
|
$3.03 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
74,486
shares
|
$3.03 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
73,418
shares
|
$2.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 29.37%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
72,082
shares
|
$2.93 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
71,394
shares
|
$2.9 Million
1.51% of portfolio
|
Q3 2024
Reduced 51.55%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
71,303
shares
|
$2.9 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
70,814
shares
|
$2.88 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
69,723
shares
|
$2.83 Million
0.8% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
69,716
shares
|
$2.83 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Mar 07, 2025 Q4 2024 |
67,959
shares
|
$2.76 Million
1.63% of portfolio
|
Q4 2024
New holding
|