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 561 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $6.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
71,882
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
71,593
shares
|
$2.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
71,394
shares
|
$2.59 Million
1.72% of portfolio
|
Q3 2024
Reduced 51.55%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
71,303
shares
|
$2.59 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
71,292
shares
|
$2.59 Million
0.05% of portfolio
|
Q3 2024
Added 37.32%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
68,743
shares
|
$2.49 Million
0.91% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
65,932
shares
|
$2.39 Million
0.16% of portfolio
|
Q3 2022
Added 160.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
64,631
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
64,209
shares
|
$2.33 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
M&T Bank Corp
|
Nov 15, 2024 Q3 2024 |
61,132
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
60,906
shares
|
$2.21 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
60,870
shares
|
$2.21 Million
2.05% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
59,751
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
58,319
shares
|
$2.11 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
58,135
shares
|
$2.11 Million
0.25% of portfolio
|
Q1 2024
Reduced 13.41%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
58,110
shares
|
$2.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.62%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
57,614
shares
|
$2.09 Million
0.3% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
56,825
shares
|
$2.06 Million
0.5% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
55,680
shares
|
$2.02 Million
0.71% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
55,303
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
54,505
shares
|
$1.98 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
54,120
shares
|
$1.96 Million
0.25% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
50,513
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
49,351
shares
|
$1.79 Million
0.67% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
48,225
shares
|
$1.75 Million
0.49% of portfolio
|
Q3 2024
Added 1.72%
|