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 |
|---|---|---|---|---|---|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
161,866
shares
|
$5.94 Million
4.59% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
159,836
shares
|
$5.87 Million
0.04% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
157,059
shares
|
$5.77 Million
0.02% of portfolio
|
Q2 2024
Added 27.13%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
156,404
shares
|
$5.74 Million
1.78% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
155,882
shares
|
$5.72 Million
3.04% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
154,542
shares
|
$5.67 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
152,258
shares
|
$5.59 Million
0.06% of portfolio
|
Q2 2024
Added 7.77%
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
151,925
shares
|
$5.58 Million
0.46% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
151,922
shares
|
$5.58 Million
2.84% of portfolio
|
Q3 2023
Added 3.29%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Aug 13, 2024 Q2 2024 |
147,362
shares
|
$5.41 Million
2.44% of portfolio
|
Q2 2024
Added 93.8%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
147,102
shares
|
$5.4 Million
1.68% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
146,182
shares
|
$5.37 Million
0.62% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
145,662
shares
|
$5.35 Million
2.33% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
144,080
shares
|
$5.29 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
140,546
shares
|
$5.16 Million
1.75% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
140,287
shares
|
$5.15 Million
2.63% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
135,146
shares
|
$4.96 Million
4.22% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
130,160
shares
|
$4.78 Million
0.01% of portfolio
|
Q2 2024
Added 6.01%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Oct 30, 2024 Q3 2024 |
127,639
shares
|
$4.69 Million
18.85% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
127,241
shares
|
$4.67 Million
3.96% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
121,488
shares
|
$4.46 Million
1.25% of portfolio
|
Q2 2023
Added 10.25%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
121,399
shares
|
$4.46 Million
3.98% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
121,149
shares
|
$4.45 Million
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
120,391
shares
|
$4.42 Million
0.01% of portfolio
|
Q2 2024
Added 18.19%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
118,674
shares
|
$4.36 Million
1.56% of portfolio
|
Q3 2024
Added 23.08%
|