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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
24,486
shares
|
$898,881
0.22% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
24,158
shares
|
$886,840
0.04% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
23,952
shares
|
$879,277
0.06% of portfolio
|
Q2 2024
Added 16.61%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
23,876
shares
|
$876,487
0.09% of portfolio
|
Q3 2024
Reduced 32.11%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 12, 2024 Q2 2024 |
23,731
shares
|
$871,165
0.66% of portfolio
|
Q2 2024
Added 7.14%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
23,353
shares
|
$857,288
0.29% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Encompass Wealth Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
23,328
shares
|
$856,370
0.32% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
22,653
shares
|
$831,591
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
22,062
shares
|
$809,896
0.35% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
22,053
shares
|
$809,565
0.36% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
21,851
shares
|
$802,150
0.38% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
21,663
shares
|
$795,248
0.56% of portfolio
|
Q4 2022
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
21,655
shares
|
$794,955
0.03% of portfolio
|
Q3 2022
Reduced 18.57%
|
|
|
Running Point Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
21,092
shares
|
$774,287
0.31% of portfolio
|
Q2 2024
Added 5.45%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
21,051
shares
|
$772,782
0.15% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,941
shares
|
$768,744
0.06% of portfolio
|
Q4 2023
Reduced 22.64%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
20,677
shares
|
$759,052
0.18% of portfolio
|
Q3 2024
Added 253.45%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
20,204
shares
|
$741,688
0.01% of portfolio
|
Q2 2024
Added 11.31%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
19,775
shares
|
$725,940
0.63% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
19,670
shares
|
$722,085
0.01% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
19,446
shares
|
$713,862
0.01% of portfolio
|
Q2 2024
Added 42.14%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
19,279
shares
|
$707,732
0.0% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
19,119
shares
|
$701,858
0.27% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
19,079
shares
|
$700,390
0.44% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
18,925
shares
|
$694,736
0.01% of portfolio
|
Q2 2024
Added 35.25%
|