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 563 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
53,632
shares
|
$1.94 Million
0.55% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
50,513
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
49,351
shares
|
$1.78 Million
0.67% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
48,985
shares
|
$1.77 Million
0.47% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
48,198
shares
|
$1.74 Million
0.28% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
46,606
shares
|
$1.68 Million
0.4% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
46,434
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
46,369
shares
|
$1.67 Million
0.88% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
44,851
shares
|
$1.62 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
44,527
shares
|
$1.61 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
44,377
shares
|
$1.6 Million
0.59% of portfolio
|
Q1 2023
Added 2.84%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
43,147
shares
|
$1.56 Million
0.63% of portfolio
|
Q3 2024
Added 25.07%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
43,098
shares
|
$1.56 Million
0.95% of portfolio
|
Q3 2024
Reduced 14.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
43,080
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
41,449
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
41,138
shares
|
$1.48 Million
0.11% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
41,133
shares
|
$1.48 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
40,993
shares
|
$1.48 Million
0.52% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
40,985
shares
|
$1.48 Million
1.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
40,979
shares
|
$1.48 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
39,741
shares
|
$1.43 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
39,397
shares
|
$1.42 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
39,107
shares
|
$1.41 Million
1.18% of portfolio
|
Q3 2024
Added 25.3%
|
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
38,926
shares
|
$1.4 Million
0.8% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,832
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
Added 2.66%
|