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 655 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 $8.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
9,625
shares
|
$386,155
0.17% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
9,583
shares
|
$384,469
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
9,521
shares
|
$381,982
0.07% of portfolio
|
Q1 2025
Added 22.43%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
9,495
shares
|
$380,939
0.2% of portfolio
|
Q1 2025
Reduced 21.41%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
9,482
shares
|
$380,417
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
9,462
shares
|
$379,615
0.07% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
9,410
shares
|
$377,529
0.01% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
9,319
shares
|
$373,878
0.0% of portfolio
|
Q4 2024
Reduced 18.96%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
9,209
shares
|
$369,465
0.0% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
9,171
shares
|
$367,940
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
9,160
shares
|
$367,499
0.17% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
9,010
shares
|
$361,481
0.22% of portfolio
|
Q2 2024
Added 3.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
8,986
shares
|
$360,518
0.0% of portfolio
|
Q1 2024
Reduced 24.6%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
8,935
shares
|
$358,472
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
8,868
shares
|
$355,784
0.06% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
8,842
shares
|
$354,741
0.04% of portfolio
|
Q4 2024
Added 505.62%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
8,784
shares
|
$352,414
0.0% of portfolio
|
Q4 2024
Added 52.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
8,717
shares
|
$349,726
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
8,696
shares
|
$348,883
0.05% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
8,654
shares
|
$347,198
0.04% of portfolio
|
Q3 2024
Added 34.34%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
8,651
shares
|
$347,078
0.11% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
8,545
shares
|
$342,825
0.02% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
8,528
shares
|
$342,143
0.02% of portfolio
|
Q4 2024
Added 25.67%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,421
shares
|
$337,850
0.01% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
8,359
shares
|
$335,363
0.01% of portfolio
|
Q4 2024
Reduced 37.55%
|