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 |
|---|---|---|---|---|---|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
18,841
shares
|
$691,653
0.03% of portfolio
|
Q1 2023
Reduced 15.2%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
18,814
shares
|
$690,661
6.9% of portfolio
|
Q1 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
18,087
shares
|
$663,973
0.07% of portfolio
|
Q3 2024
Added 43.9%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
17,789
shares
|
$653,034
0.04% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
17,650
shares
|
$647,931
0.44% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
17,599
shares
|
$646,059
0.07% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Advisory Services & Investments, LLC
|
Aug 06, 2024 Q2 2024 |
17,562
shares
|
$644,701
0.48% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Jul 23, 2024 Q2 2024 |
17,425
shares
|
$639,671
0.49% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
17,361
shares
|
$637,322
0.14% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
17,349
shares
|
$636,881
0.01% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
17,182
shares
|
$630,751
0.16% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
16,975
shares
|
$623,152
0.49% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
16,833
shares
|
$617,939
0.03% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Rb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
16,824
shares
|
$617,609
0.16% of portfolio
|
Q2 2024
Added 17.44%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
16,611
shares
|
$609,789
0.39% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
16,300
shares
|
$598,373
0.1% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
16,180
shares
|
$593,967
0.41% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
15,982
shares
|
$586,699
0.04% of portfolio
|
Q3 2024
Reduced 21.96%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
15,894
shares
|
$583,468
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
15,775
shares
|
$579,100
0.02% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
15,313
shares
|
$562,140
0.01% of portfolio
|
Q3 2023
Added 20.72%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
15,186
shares
|
$557,478
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
15,164
shares
|
$556,670
0.2% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
15,028
shares
|
$551,677
0.09% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
14,544
shares
|
$533,910
0.19% of portfolio
|
Q3 2023
Added 0.19%
|