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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
6,977
shares
|
$252,986
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
6,941
shares
|
$251,680
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
6,939
shares
|
$251,608
0.02% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,893
shares
|
$249,940
0.02% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
6,786
shares
|
$246,060
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
6,771
shares
|
$245,516
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Single Point Partners, LLC
|
Oct 03, 2024 Q3 2024 |
6,720
shares
|
$243,667
0.41% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
6,595
shares
|
$239,134
0.01% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,551
shares
|
$237,539
0.0% of portfolio
|
Q3 2022
Reduced 1.41%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,443
shares
|
$233,623
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
6,251
shares
|
$226,661
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,220
shares
|
$225,537
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
6,219
shares
|
$225,500
0.04% of portfolio
|
Q4 2023
Reduced 3.49%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
6,169
shares
|
$223,687
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
6,098
shares
|
$221,113
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
6,084
shares
|
$220,605
0.07% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
6,005
shares
|
$217,741
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
5,914
shares
|
$214,441
0.17% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
5,856
shares
|
$212,338
0.02% of portfolio
|
Q2 2024
Reduced 5.53%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
5,856
shares
|
$212,338
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
5,824
shares
|
$211,178
0.01% of portfolio
|
Q2 2024
Reduced 43.52%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
5,821
shares
|
$211,069
0.03% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
5,772
shares
|
$209,292
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
5,626
shares
|
$203,998
0.0% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5,620
shares
|
$203,781
0.04% of portfolio
|
Q2 2024
Reduced 6.89%
|