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 527 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $7.06 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
16,708,621
shares
|
$639 Million
1.52% of portfolio
|
Q2 2024
Added 12.65%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
14,657,246
shares
|
$560 Million
0.19% of portfolio
|
Q2 2024
Added 14.28%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,169,824
shares
|
$427 Million
4.47% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
7,264,539
shares
|
$278 Million
2.57% of portfolio
|
Q2 2024
Added 15.26%
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,703,413
shares
|
$256 Million
0.04% of portfolio
|
Q2 2024
Added 2.76%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
6,117,707
shares
|
$234 Million
0.15% of portfolio
|
Q2 2024
Added 12.44%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
4,216,629
shares
|
$161 Million
4.32% of portfolio
|
Q2 2024
Added 3.37%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,953,828
shares
|
$151 Million
0.16% of portfolio
|
Q2 2024
Added 170.03%
|
|
Index Fund Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
3,668,389
shares
|
$140 Million
7.65% of portfolio
|
Q2 2024
Added 0.62%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
3,616,919
shares
|
$138 Million
0.14% of portfolio
|
Q2 2024
Added 39.27%
|
|
Foster Group, Inc.
|
Jul 30, 2024 Q2 2024 |
3,550,210
shares
|
$136 Million
5.22% of portfolio
|
Q2 2024
Added 84.77%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,823,511
shares
|
$108 Million
0.16% of portfolio
|
Q2 2024
Added 1.5%
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
2,644,853
shares
|
$101 Million
4.13% of portfolio
|
Q2 2024
Added 1.04%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
2,626,373
shares
|
$100 Million
1.4% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
2,404,702
shares
|
$91.9 Million
0.15% of portfolio
|
Q2 2024
Added 4.15%
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,314,169
shares
|
$88.4 Million
13.61% of portfolio
|
Q4 2023
Added 2.26%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
2,279,286
shares
|
$87.1 Million
0.22% of portfolio
|
Q2 2024
Added 16.49%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
2,052,787
shares
|
$78.5 Million
0.18% of portfolio
|
Q2 2024
Added 0.53%
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,952,148
shares
|
$74.6 Million
18.42% of portfolio
|
Q4 2022
Reduced 6.43%
|
|
Falcon Wealth Planning
|
Jul 16, 2024 Q2 2024 |
1,813,059
shares
|
$69.3 Million
8.47% of portfolio
|
Q2 2024
Added 64.2%
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 07, 2024 Q2 2024 |
1,801,917
shares
|
$68.9 Million
26.9% of portfolio
|
Q1 2024
Added 2.76%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
1,775,536
shares
|
$67.9 Million
1.89% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
1,735,983
shares
|
$66.3 Million
0.67% of portfolio
|
Q2 2024
Added 10.7%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
1,729,296
shares
|
$66.1 Million
1.05% of portfolio
|
Q2 2024
Added 3.88%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,727,518
shares
|
$66 Million
0.09% of portfolio
|
Q2 2024
Added 4.85%
|