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 563 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,575
shares
|
$201,201
0.01% of portfolio
|
Q1 2024
Added 0.59%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,413
shares
|
$195,355
0.02% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,344
shares
|
$192,864
0.01% of portfolio
|
Q3 2024
Reduced 35.38%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
5,290
shares
|
$190,916
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,260
shares
|
$189,833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
4,489
shares
|
$162,008
0.03% of portfolio
|
Q2 2024
Reduced 13.41%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,025
shares
|
$145,262
0.0% of portfolio
|
Q4 2023
Added 79.05%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
3,941
shares
|
$142,230
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,932
shares
|
$141,905
0.0% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,689
shares
|
$133,136
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
3,678
shares
|
$132,739
0.02% of portfolio
|
Q3 2022
Added 1541.96%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
3,329
shares
|
$120,143
0.01% of portfolio
|
Q4 2023
Reduced 18.59%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
3,237
shares
|
$116,823
0.05% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
3,181
shares
|
$114,802
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
3,153
shares
|
$113,791
0.05% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,136
shares
|
$113,178
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
2,973
shares
|
$107,295
0.02% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,940
shares
|
$106,104
0.03% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
2,900
shares
|
$104,661
0.01% of portfolio
|
Q4 2023
Reduced 71.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,788
shares
|
$100,618
0.0% of portfolio
|
Q3 2024
Reduced 92.74%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
2,774
shares
|
$100,113
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
2,628
shares
|
$94,844
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
2,593
shares
|
$93,581
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,460
shares
|
$88,781
0.01% of portfolio
|
Q4 2023
Added 6.96%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,364
shares
|
$85,316
0.05% of portfolio
|
Q2 2023
New holding
|