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 |
|---|---|---|---|---|---|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
23,982
shares
|
$975,108
0.35% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
23,642
shares
|
$961,283
0.45% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
23,588
shares
|
$959,088
0.29% of portfolio
|
Q4 2024
Added 55.55%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
23,475
shares
|
$954,493
0.2% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
23,172
shares
|
$942,173
0.27% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
23,028
shares
|
$936,318
0.04% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
22,789
shares
|
$926,600
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
22,653
shares
|
$921,070
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
21,851
shares
|
$888,461
0.31% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
21,663
shares
|
$880,817
0.56% of portfolio
|
Q4 2022
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
21,655
shares
|
$880,492
0.03% of portfolio
|
Q3 2022
Reduced 18.57%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
21,587
shares
|
$877,727
0.0% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
21,541
shares
|
$875,857
0.01% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
21,499
shares
|
$874,149
0.05% of portfolio
|
Q4 2024
Added 176.02%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
21,200
shares
|
$861,991
0.3% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
21,092
shares
|
$857,600
0.26% of portfolio
|
Q2 2024
Added 5.45%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,941
shares
|
$851,461
0.06% of portfolio
|
Q4 2023
Reduced 22.64%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
20,718
shares
|
$842,393
0.18% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
20,677
shares
|
$840,726
0.16% of portfolio
|
Q3 2024
Added 253.45%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
19,996
shares
|
$813,037
0.14% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
19,782
shares
|
$804,336
0.04% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
19,779
shares
|
$804,214
0.13% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
19,662
shares
|
$799,456
0.03% of portfolio
|
Q4 2024
Reduced 61.08%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
19,658
shares
|
$799,294
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
19,598
shares
|
$796,854
0.56% of portfolio
|
Q4 2024
Reduced 0.9%
|