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 539 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $6.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Aug 12, 2024 Q2 2024 |
33,572
shares
|
$1.23 Million
0.27% of portfolio
|
Q2 2024
Added 4.2%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
33,076
shares
|
$1.21 Million
0.23% of portfolio
|
Q2 2024
Added 21.6%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
32,375
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
32,204
shares
|
$1.18 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
31,837
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
31,546
shares
|
$1.16 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
31,426
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
31,349
shares
|
$1.15 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
29,747
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2023
Added 17.55%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
29,557
shares
|
$1.09 Million
0.73% of portfolio
|
Q1 2023
Added 0.45%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
28,472
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
28,385
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2024
Reduced 22.42%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
27,792
shares
|
$1.02 Million
0.46% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
27,577
shares
|
$1.01 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
27,566
shares
|
$1.01 Million
0.44% of portfolio
|
Q3 2024
Added 168.26%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
26,657
shares
|
$978,578
0.79% of portfolio
|
Q4 2022
Added 146.66%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
26,513
shares
|
$973,292
0.03% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
26,385
shares
|
$968,593
0.04% of portfolio
|
Q3 2024
Reduced 39.77%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
26,380
shares
|
$968,409
0.0% of portfolio
|
Q1 2024
Reduced 15.66%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Aug 14, 2024 Q2 2024 |
26,077
shares
|
$957,286
0.32% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
26,024
shares
|
$955,341
0.43% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
25,673
shares
|
$942,455
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
25,220
shares
|
$925,826
0.09% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
25,132
shares
|
$922,595
0.66% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
24,953
shares
|
$916,024
0.0% of portfolio
|
Q3 2024
Added 11.41%
|