Institutional shares held 193 Million
0 calls
0 puts
Total value of holdings $7.15B
$0 calls
$0 puts
# of Institutions 560


Latest Institutional Activity in DFIV

Top Purchases

Q3 2024
Envestnet Asset Management Inc Shares Held: 18.9M ($701M)
Q3 2024
Mercer Global Advisors Inc Shares Held: 19.4M ($718M)
Q3 2024
Kovitz Investment Group Partners, LLC Shares Held: 1.26M ($46.6M)
Q3 2024
Kestra Investment Management, LLC Shares Held: 1.06M ($39.4M)
Q3 2024
Prism Advisors, Inc. Shares Held: 492K ($18.2M)

Top Sells

Q3 2024
Jane Street Group, LLC Shares Held: 436K ($16.1M)
Q3 2024
Falcon Wealth Planning Shares Held: 1.14M ($42M)
Q3 2024
Wny Asset Management, LLC Shares Held: 7.82K ($289K)
Q3 2024
Lakeshore Financial Planning, Inc. Shares Held: 301K ($11.1M)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.91M ($70.7M)

About DFIV

Track Institutional and Insider Activities on DFIV

Follow DIMENSIONAL ETF TR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFIV shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr insider buys or sells DFIV shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR

Track Activities on DFIV