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 |
|---|---|---|---|---|---|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
460,715
shares
|
$18.4 Million
5.62% of portfolio
|
Q4 2024
Added 95.86%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
456,870
shares
|
$18.3 Million
2.97% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Feb 18, 2025 Q4 2024 |
451,203
shares
|
$18.1 Million
6.48% of portfolio
|
Q4 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
448,795
shares
|
$18 Million
3.29% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
445,065
shares
|
$17.8 Million
3.42% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
439,688
shares
|
$17.6 Million
1.24% of portfolio
|
Q4 2024
Added 21.14%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
428,361
shares
|
$17.1 Million
8.05% of portfolio
|
Q4 2024
Added 58.11%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
421,688
shares
|
$16.9 Million
0.01% of portfolio
|
Q4 2024
Added 80.6%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
417,736
shares
|
$16.7 Million
1.72% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
417,360
shares
|
$16.7 Million
11.78% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
413,404
shares
|
$16.5 Million
11.11% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
412,964
shares
|
$16.5 Million
0.14% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
402,989
shares
|
$16.1 Million
4.29% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
391,160
shares
|
$15.7 Million
13.55% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
389,578
shares
|
$15.6 Million
1.33% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$15.5 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$15.5 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
383,084
shares
|
$15.3 Million
0.08% of portfolio
|
Q2 2023
Added 9.44%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
383,080
shares
|
$15.3 Million
5.98% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
377,962
shares
|
$15.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
375,434
shares
|
$15 Million
1.43% of portfolio
|
Q4 2024
Added 18.2%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
374,246
shares
|
$15 Million
12.49% of portfolio
|
Q2 2024
Added 2.77%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
371,233
shares
|
$14.9 Million
6.07% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
368,073
shares
|
$14.7 Million
6.7% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
366,519
shares
|
$14.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.37%
|