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 |
|---|---|---|---|---|---|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
18,846
shares
|
$766,278
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
18,831
shares
|
$765,668
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
18,814
shares
|
$764,977
6.9% of portfolio
|
Q1 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
18,717
shares
|
$761,033
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
18,694
shares
|
$760,098
0.1% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
18,354
shares
|
$746,273
0.05% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
18,319
shares
|
$744,850
0.23% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
17,875
shares
|
$726,797
0.02% of portfolio
|
Q4 2024
Added 60.78%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
17,638
shares
|
$717,161
0.01% of portfolio
|
Q4 2024
Added 115.44%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
17,500
shares
|
$711,549
0.39% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
17,471
shares
|
$710,370
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
17,421
shares
|
$708,337
0.45% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
17,301
shares
|
$703,458
0.45% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
17,255
shares
|
$701,588
0.02% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
17,094
shares
|
$695,042
0.03% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
16,936
shares
|
$688,617
0.49% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
16,865
shares
|
$685,730
0.39% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
16,735
shares
|
$680,445
0.17% of portfolio
|
Q4 2024
Added 25.4%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
16,730
shares
|
$680,241
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
16,611
shares
|
$675,403
0.35% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
16,604
shares
|
$675,118
0.39% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
16,455
shares
|
$669,060
0.06% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
16,300
shares
|
$662,758
0.06% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
16,296
shares
|
$662,595
0.01% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
15,982
shares
|
$649,828
0.05% of portfolio
|
Q3 2024
Reduced 21.96%
|