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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,941
shares
|
$759,320
0.06% of portfolio
|
Q4 2023
Reduced 22.64%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
20,677
shares
|
$749,748
0.18% of portfolio
|
Q3 2024
Added 253.45%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
20,310
shares
|
$736,440
0.01% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
20,278
shares
|
$735,280
0.12% of portfolio
|
Q3 2024
Added 61.54%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
19,775
shares
|
$717,041
0.63% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
19,752
shares
|
$716,207
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
19,752
shares
|
$716,207
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
19,279
shares
|
$699,056
0.0% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
19,119
shares
|
$693,254
0.27% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
19,079
shares
|
$691,804
0.44% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
18,925
shares
|
$686,220
0.01% of portfolio
|
Q2 2024
Added 35.25%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
18,841
shares
|
$683,174
0.03% of portfolio
|
Q1 2023
Reduced 15.2%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
18,814
shares
|
$682,195
6.9% of portfolio
|
Q1 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
18,087
shares
|
$655,834
0.07% of portfolio
|
Q3 2024
Added 43.9%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
17,789
shares
|
$645,029
0.04% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
17,650
shares
|
$639,989
0.44% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
17,599
shares
|
$638,139
0.07% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
17,441
shares
|
$632,410
0.48% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
17,361
shares
|
$629,509
0.14% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
17,182
shares
|
$623,019
0.16% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
16,975
shares
|
$615,513
0.49% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
16,936
shares
|
$614,099
0.49% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
16,933
shares
|
$613,990
0.03% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Rb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
16,824
shares
|
$610,038
0.16% of portfolio
|
Q2 2024
Added 17.44%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
16,611
shares
|
$602,314
0.39% of portfolio
|
Q3 2024
Added 5.41%
|