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 |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
10,450
shares
|
$424,896
0.17% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
10,432
shares
|
$424,165
0.24% of portfolio
|
Q1 2024
Added 9.32%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
10,371
shares
|
$421,684
0.15% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
10,360
shares
|
$421,237
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
10,208
shares
|
$415,057
0.19% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
10,126
shares
|
$411,723
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,123
shares
|
$411,601
0.07% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
10,089
shares
|
$410,218
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,066
shares
|
$409,283
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
9,946
shares
|
$404,404
0.01% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
9,844
shares
|
$400,257
0.17% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
9,811
shares
|
$398,915
0.02% of portfolio
|
Q4 2024
Reduced 32.37%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
9,744
shares
|
$396,191
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
9,721
shares
|
$395,255
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
9,678
shares
|
$393,507
0.04% of portfolio
|
Q2 2023
Reduced 4.17%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
9,625
shares
|
$391,352
0.17% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
9,583
shares
|
$389,644
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
9,514
shares
|
$386,839
0.01% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
9,446
shares
|
$384,074
0.07% of portfolio
|
Q3 2023
Reduced 21.32%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
9,434
shares
|
$383,586
0.11% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
9,319
shares
|
$378,910
0.0% of portfolio
|
Q4 2024
Reduced 18.96%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
9,209
shares
|
$374,437
0.0% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
9,171
shares
|
$372,892
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
9,127
shares
|
$371,103
0.15% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
9,010
shares
|
$366,346
0.22% of portfolio
|
Q2 2024
Added 3.55%
|