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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
11,808
shares
|
$433,471
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 14, 2024 Q2 2024 |
11,721
shares
|
$430,277
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 14, 2024 Q2 2024 |
11,626
shares
|
$426,790
0.0% of portfolio
|
Q2 2024
Added 52.99%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
11,499
shares
|
$422,128
0.02% of portfolio
|
Q2 2022
Added 1.3%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 14, 2024 Q2 2024 |
11,493
shares
|
$421,908
0.18% of portfolio
|
Q2 2024
Reduced 13.18%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
11,473
shares
|
$421,173
0.02% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
11,387
shares
|
$418,016
0.11% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 08, 2024 Q2 2024 |
11,343
shares
|
$416,401
0.14% of portfolio
|
Q2 2024
Added 5.17%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,261
shares
|
$413,391
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
11,185
shares
|
$410,601
0.03% of portfolio
|
Q4 2023
Reduced 15.33%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 13, 2024 Q2 2024 |
11,118
shares
|
$408,141
0.19% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
10,962
shares
|
$402,415
0.01% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Aug 07, 2024 Q2 2024 |
10,931
shares
|
$401,277
0.06% of portfolio
|
Q1 2024
Reduced 11.83%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
10,769
shares
|
$395,329
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
10,764
shares
|
$395,146
0.01% of portfolio
|
Q4 2023
Added 2.77%
|
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
10,632
shares
|
$390,300
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
10,552
shares
|
$387,363
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
10,432
shares
|
$382,958
0.24% of portfolio
|
Q1 2024
Added 9.32%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
10,348
shares
|
$379,875
0.16% of portfolio
|
Q3 2024
Added 28.18%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Aug 01, 2024 Q2 2024 |
10,208
shares
|
$374,735
0.2% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,066
shares
|
$369,522
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
10,042
shares
|
$368,641
0.19% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
10,003
shares
|
$367,210
0.23% of portfolio
|
Q2 2024
Reduced 14.77%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
9,770
shares
|
$358,656
0.13% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
9,721
shares
|
$356,857
0.02% of portfolio
|
Q3 2021
New holding
|