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 $8.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
5,978
shares
|
$243,723
0.02% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
5,972
shares
|
$243,478
0.16% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,956
shares
|
$242,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
5,923
shares
|
$241,480
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
5,856
shares
|
$238,749
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
5,806
shares
|
$236,710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
5,764
shares
|
$234,998
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,697
shares
|
$232,266
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
5,641
shares
|
$229,983
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,575
shares
|
$227,292
0.01% of portfolio
|
Q4 2024
Added 77.77%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,413
shares
|
$220,688
0.02% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
4,489
shares
|
$183,016
0.03% of portfolio
|
Q2 2024
Reduced 13.41%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,312
shares
|
$175,800
0.01% of portfolio
|
Q4 2024
Added 64.2%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
4,106
shares
|
$167,401
0.0% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,025
shares
|
$164,099
0.0% of portfolio
|
Q4 2023
Added 79.05%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,720
shares
|
$151,664
0.0% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,689
shares
|
$150,400
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
3,519
shares
|
$143,469
0.02% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
3,516
shares
|
$143,347
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
3,329
shares
|
$135,723
0.01% of portfolio
|
Q4 2023
Reduced 18.59%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
3,237
shares
|
$131,972
0.04% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
3,213
shares
|
$130,994
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
3,153
shares
|
$128,547
0.05% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,034
shares
|
$123,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
3,003
shares
|
$122,432
0.02% of portfolio
|
Q4 2024
Added 1.01%
|