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 638 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 $8.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
204,629
shares
|
$7.83 Million
0.7% of portfolio
|
Q4 2024
Reduced 26.25%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
203,524
shares
|
$7.78 Million
3.98% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
201,801
shares
|
$7.72 Million
0.02% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
194,364
shares
|
$7.43 Million
2.33% of portfolio
|
Q1 2025
Added 187.95%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
189,853
shares
|
$7.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
189,016
shares
|
$7.23 Million
3.18% of portfolio
|
Q4 2024
Added 34.74%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
188,169
shares
|
$7.2 Million
1.45% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
185,690
shares
|
$7.1 Million
1.24% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
182,933
shares
|
$7 Million
0.06% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
171,490
shares
|
$6.56 Million
0.5% of portfolio
|
Q4 2024
Added 12.76%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
170,528
shares
|
$6.52 Million
4.51% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
166,573
shares
|
$6.37 Million
3.21% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
165,941
shares
|
$6.35 Million
0.09% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
162,918
shares
|
$6.23 Million
0.65% of portfolio
|
Q4 2024
Added 24.59%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
162,224
shares
|
$6.21 Million
4.0% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
162,094
shares
|
$6.2 Million
1.96% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
161,908
shares
|
$6.19 Million
3.86% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
160,858
shares
|
$6.15 Million
3.05% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
151,922
shares
|
$5.81 Million
2.84% of portfolio
|
Q3 2023
Added 3.29%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
150,462
shares
|
$5.76 Million
1.6% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
150,352
shares
|
$5.75 Million
2.81% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
149,342
shares
|
$5.71 Million
0.62% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
148,595
shares
|
$5.68 Million
1.31% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
146,429
shares
|
$5.6 Million
2.67% of portfolio
|
Q4 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
143,249
shares
|
$5.48 Million
1.73% of portfolio
|
Q4 2024
Added 1.92%
|