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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
15,894
shares
|
$646,250
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
15,635
shares
|
$635,719
0.02% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
15,379
shares
|
$625,310
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
15,351
shares
|
$624,171
0.06% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
15,313
shares
|
$622,626
0.01% of portfolio
|
Q3 2023
Added 20.72%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
15,186
shares
|
$617,462
0.01% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
15,028
shares
|
$611,038
0.05% of portfolio
|
Q4 2024
Reduced 37.06%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
14,947
shares
|
$607,745
0.11% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
14,817
shares
|
$602,459
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,587
shares
|
$593,107
0.11% of portfolio
|
Q4 2024
Added 13.58%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
14,544
shares
|
$591,359
0.19% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
14,489
shares
|
$589,122
0.05% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
14,472
shares
|
$588,431
0.08% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
14,427
shares
|
$586,601
0.11% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
14,186
shares
|
$576,802
0.01% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
14,116
shares
|
$573,956
0.03% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
14,086
shares
|
$572,736
0.4% of portfolio
|
Q4 2024
Reduced 63.98%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
13,840
shares
|
$562,734
0.12% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
13,664
shares
|
$555,578
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
13,649
shares
|
$554,968
0.0% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
13,221
shares
|
$537,565
0.07% of portfolio
|
Q3 2024
Added 20.95%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
13,195
shares
|
$536,508
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
13,150
shares
|
$534,679
0.11% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
13,076
shares
|
$531,670
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
12,942
shares
|
$526,221
0.08% of portfolio
|
Q3 2024
Added 0.62%
|