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 |
|---|---|---|---|---|---|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
271,910
shares
|
$10.9 Million
7.94% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
271,687
shares
|
$10.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 38.98%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
269,484
shares
|
$10.8 Million
0.92% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
266,768
shares
|
$10.7 Million
9.25% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
266,727
shares
|
$10.7 Million
4.55% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
260,643
shares
|
$10.4 Million
1.5% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
260,548
shares
|
$10.4 Million
0.01% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
256,726
shares
|
$10.3 Million
0.41% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
249,830
shares
|
$10 Million
4.49% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
249,071
shares
|
$9.97 Million
0.03% of portfolio
|
Q4 2024
Added 15.51%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
248,077
shares
|
$9.93 Million
6.51% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
240,000
shares
|
$9.6 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
232,257
shares
|
$9.29 Million
0.02% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
229,906
shares
|
$9.2 Million
1.75% of portfolio
|
Q4 2024
Added 32.61%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
223,217
shares
|
$8.93 Million
2.74% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
222,643
shares
|
$8.91 Million
1.49% of portfolio
|
Q4 2024
Added 16.8%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
221,893
shares
|
$8.88 Million
2.62% of portfolio
|
Q4 2024
Added 86.98%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
213,147
shares
|
$8.53 Million
1.78% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
212,506
shares
|
$8.5 Million
0.27% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
211,804
shares
|
$8.48 Million
2.48% of portfolio
|
Q4 2024
Added 17.16%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
208,768
shares
|
$8.35 Million
1.59% of portfolio
|
Q4 2024
Reduced 8.39%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
208,744
shares
|
$8.35 Million
5.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
207,798
shares
|
$8.32 Million
1.5% of portfolio
|
Q4 2022
Added 25.87%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
207,293
shares
|
$8.3 Million
1.28% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
206,633
shares
|
$8.27 Million
4.96% of portfolio
|
Q4 2024
Added 2.57%
|