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 559 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $6.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
318,815
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
317,621
shares
|
$11.1 Million
1.27% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
316,813
shares
|
$11.1 Million
4.14% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
314,828
shares
|
$11 Million
9.93% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
311,126
shares
|
$10.9 Million
0.12% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
308,930
shares
|
$10.8 Million
3.93% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
302,501
shares
|
$10.6 Million
3.36% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
302,149
shares
|
$10.6 Million
3.41% of portfolio
|
Q3 2024
Added 25.11%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
300,852
shares
|
$10.5 Million
5.05% of portfolio
|
Q3 2024
Reduced 35.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
300,137
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
296,073
shares
|
$10.3 Million
2.32% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
289,058
shares
|
$10.1 Million
4.18% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
286,320
shares
|
$10 Million
6.75% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
280,523
shares
|
$9.8 Million
1.47% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
277,463
shares
|
$9.7 Million
1.05% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
275,179
shares
|
$9.62 Million
6.69% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
270,918
shares
|
$9.47 Million
8.59% of portfolio
|
Q3 2024
Reduced 29.77%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
267,275
shares
|
$9.34 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
265,948
shares
|
$9.29 Million
1.6% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
265,521
shares
|
$9.28 Million
5.4% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
259,403
shares
|
$9.07 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
258,920
shares
|
$9.05 Million
4.85% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
252,479
shares
|
$8.82 Million
0.4% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
243,228
shares
|
$8.5 Million
8.73% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
241,201
shares
|
$8.43 Million
0.01% of portfolio
|
Q3 2024
Added 0.97%
|