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 559 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $6.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
26,513
shares
|
$937,764
0.03% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
26,385
shares
|
$933,237
0.04% of portfolio
|
Q3 2024
Reduced 39.77%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
26,380
shares
|
$933,060
0.0% of portfolio
|
Q1 2024
Reduced 15.66%
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
26,024
shares
|
$920,468
0.43% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
25,332
shares
|
$895,992
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
25,220
shares
|
$892,031
0.09% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
25,132
shares
|
$888,918
0.66% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
24,953
shares
|
$882,587
0.0% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
24,486
shares
|
$866,069
0.22% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
24,177
shares
|
$855,140
0.66% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
23,876
shares
|
$844,494
0.09% of portfolio
|
Q3 2024
Reduced 32.11%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
23,380
shares
|
$826,950
0.47% of portfolio
|
Q2 2024
Added 7.93%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
23,353
shares
|
$825,995
0.29% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
23,223
shares
|
$821,397
0.32% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
23,028
shares
|
$814,500
0.04% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
22,689
shares
|
$802,509
0.01% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
22,653
shares
|
$801,236
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
22,062
shares
|
$780,332
0.35% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
22,053
shares
|
$780,014
0.36% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
21,923
shares
|
$775,416
0.05% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
21,851
shares
|
$772,869
0.38% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
21,663
shares
|
$766,220
0.56% of portfolio
|
Q4 2022
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
21,655
shares
|
$765,937
0.03% of portfolio
|
Q3 2022
Reduced 18.57%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
21,092
shares
|
$746,024
0.31% of portfolio
|
Q2 2024
Added 5.45%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
21,051
shares
|
$744,573
0.15% of portfolio
|
Q3 2024
Reduced 3.04%
|