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 |
|---|---|---|---|---|---|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
53,632
shares
|
$2.18 Million
0.55% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
51,793
shares
|
$2.11 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
50,861
shares
|
$2.07 Million
0.41% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
50,741
shares
|
$2.06 Million
0.7% of portfolio
|
Q4 2024
Added 17.6%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
49,417
shares
|
$2.01 Million
0.61% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
48,985
shares
|
$1.99 Million
0.47% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
48,790
shares
|
$1.98 Million
1.63% of portfolio
|
Q4 2024
Reduced 35.17%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Feb 12, 2025 Q4 2024 |
48,677
shares
|
$1.98 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
48,670
shares
|
$1.98 Million
0.7% of portfolio
|
Q4 2024
Added 120.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
47,763
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
46,912
shares
|
$1.91 Million
0.94% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
46,247
shares
|
$1.88 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
44,462
shares
|
$1.81 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
44,377
shares
|
$1.8 Million
0.59% of portfolio
|
Q1 2023
Added 2.84%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
43,521
shares
|
$1.77 Million
0.02% of portfolio
|
Q4 2024
Added 91.82%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
43,304
shares
|
$1.76 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
42,019
shares
|
$1.71 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
41,166
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
41,138
shares
|
$1.67 Million
0.11% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
41,133
shares
|
$1.67 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
40,993
shares
|
$1.67 Million
0.52% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
40,979
shares
|
$1.67 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
40,971
shares
|
$1.67 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
40,903
shares
|
$1.66 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Tfo Tdc, LLC
|
Feb 07, 2025 Q4 2024 |
39,884
shares
|
$1.62 Million
0.67% of portfolio
|
Q4 2024
Added 0.36%
|