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 628 institutions that hold shares in the stock, with a total of 214 Million shares, which have been reported (via 13F filing form) to have a value of $8.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
1,727,902
shares
|
$70.4 Million
7.79% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,647,603
shares
|
$67.2 Million
0.02% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,477,499
shares
|
$60.2 Million
2.06% of portfolio
|
Q4 2024
Added 38.83%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
1,441,586
shares
|
$58.8 Million
3.71% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
1,387,844
shares
|
$56.6 Million
26.97% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,376,417
shares
|
$56.1 Million
0.17% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
1,372,127
shares
|
$55.9 Million
4.31% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,278,136
shares
|
$52.1 Million
3.3% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,273,696
shares
|
$51.9 Million
2.07% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,259,301
shares
|
$51.3 Million
1.76% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,252,443
shares
|
$51.1 Million
12.44% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,228,456
shares
|
$50.1 Million
2.22% of portfolio
|
Q3 2022
Reduced 11.03%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
1,183,733
shares
|
$48.3 Million
6.83% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,174,766
shares
|
$47.9 Million
3.84% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,162,601
shares
|
$47.4 Million
5.09% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,112,054
shares
|
$45.3 Million
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,097,305
shares
|
$44.7 Million
0.03% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,065,332
shares
|
$43.4 Million
3.17% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
994,159
shares
|
$40.5 Million
0.01% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
887,829
shares
|
$36.2 Million
5.51% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
847,105
shares
|
$34.5 Million
1.8% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
823,596
shares
|
$33.6 Million
6.96% of portfolio
|
Q1 2024
Reduced 7.86%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
818,304
shares
|
$33.4 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
811,807
shares
|
$33.1 Million
9.73% of portfolio
|
Q3 2022
Reduced 1.86%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
811,296
shares
|
$33.1 Million
3.21% of portfolio
|
Q4 2024
Added 1.31%
|