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 537 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $6.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
1,385
shares
|
$50,843
0.01% of portfolio
|
Q2 2024
Added 55.62%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
1,286
shares
|
$47,209
0.01% of portfolio
|
Q2 2024
Added 9.45%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,106
shares
|
$40,601
0.0% of portfolio
|
Q2 2024
Reduced 58.22%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
1,050
shares
|
$38,545
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,045
shares
|
$38,361
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
1,035
shares
|
$37,994
0.01% of portfolio
|
Q4 2023
Added 40.82%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,020
shares
|
$37,444
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,000
shares
|
$36,710
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
966
shares
|
$35,461
0.02% of portfolio
|
Q3 2024
Added 3477.78%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
904
shares
|
$33,185
0.01% of portfolio
|
Q2 2024
Reduced 21.12%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
776
shares
|
$28,486
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
666
shares
|
$24,448
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
616
shares
|
$22,613
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
576
shares
|
$21,144
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
549
shares
|
$20,153
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
520
shares
|
$19,089
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
408
shares
|
$14,977
0.0% of portfolio
|
Q2 2024
Reduced 26.62%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
401
shares
|
$14,720
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
374
shares
|
$13,729
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
369
shares
|
$13,545
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
344
shares
|
$12,628
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
342
shares
|
$12,554
0.0% of portfolio
|
Q4 2023
Reduced 33.59%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
334
shares
|
$12,261
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
328
shares
|
$12,040
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
313
shares
|
$11,490
0.0% of portfolio
|
Q1 2024
New holding
|