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 |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
12,725
shares
|
$517,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
12,643
shares
|
$514,064
0.06% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
12,413
shares
|
$504,712
0.16% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
12,254
shares
|
$498,247
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
12,197
shares
|
$495,930
0.11% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
12,180
shares
|
$495,238
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
12,081
shares
|
$491,213
0.22% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
12,042
shares
|
$489,627
0.1% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
11,834
shares
|
$481,170
0.05% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
11,808
shares
|
$480,113
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
11,721
shares
|
$476,575
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
11,578
shares
|
$470,761
0.01% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
11,543
shares
|
$469,338
0.01% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
11,499
shares
|
$467,549
0.02% of portfolio
|
Q2 2022
Added 1.3%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
11,387
shares
|
$462,995
0.1% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,261
shares
|
$457,872
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
11,132
shares
|
$452,627
0.04% of portfolio
|
Q4 2024
Reduced 68.6%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
11,118
shares
|
$452,057
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
11,090
shares
|
$450,919
0.17% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
11,027
shares
|
$448,357
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
10,632
shares
|
$432,297
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
10,616
shares
|
$431,646
0.23% of portfolio
|
Q4 2024
Added 19.48%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
10,603
shares
|
$431,117
0.15% of portfolio
|
Q4 2024
Reduced 22.32%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,552
shares
|
$429,044
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
10,459
shares
|
$425,262
0.01% of portfolio
|
Q3 2024
Added 28.6%
|