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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
29,906
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
29,557
shares
|
$1.18 Million
0.73% of portfolio
|
Q1 2023
Added 0.45%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
28,635
shares
|
$1.15 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
28,558
shares
|
$1.14 Million
0.08% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
28,178
shares
|
$1.13 Million
0.51% of portfolio
|
Q4 2024
Added 102.01%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
28,077
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Added 48.36%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
27,960
shares
|
$1.12 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
27,895
shares
|
$1.12 Million
0.42% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
27,431
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
27,300
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
27,109
shares
|
$1.08 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
27,013
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
26,657
shares
|
$1.07 Million
0.79% of portfolio
|
Q4 2022
Added 146.66%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
26,596
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
26,525
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
26,380
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.66%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
26,231
shares
|
$1.05 Million
0.46% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
25,411
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
25,386
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
24,994
shares
|
$999,760
0.05% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
24,990
shares
|
$999,600
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
24,782
shares
|
$991,280
0.5% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
24,428
shares
|
$977,120
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
24,418
shares
|
$976,720
0.58% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
24,272
shares
|
$970,880
0.0% of portfolio
|
Q4 2024
New holding
|