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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
2,328
shares
|
$84,413
0.03% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,305
shares
|
$83,579
0.0% of portfolio
|
Q1 2024
Reduced 14.76%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,248
shares
|
$81,512
0.0% of portfolio
|
Q1 2024
Reduced 44.15%
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
2,155
shares
|
$78,140
0.04% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,080
shares
|
$75,420
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,963
shares
|
$71,178
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
1,852
shares
|
$67,153
0.02% of portfolio
|
Q2 2023
Reduced 14.18%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,772
shares
|
$64,252
0.0% of portfolio
|
Q1 2024
Reduced 40.46%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
1,721
shares
|
$62,403
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$61,642
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,589
shares
|
$57,617
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,571
shares
|
$56,964
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,460
shares
|
$52,939
0.01% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,437
shares
|
$52,105
0.0% of portfolio
|
Q3 2021
Reduced 12.6%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,423
shares
|
$51,597
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
1,335
shares
|
$48,407
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,286
shares
|
$46,630
0.01% of portfolio
|
Q2 2024
Added 9.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,150
shares
|
$41,699
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,106
shares
|
$40,103
0.0% of portfolio
|
Q2 2024
Reduced 58.22%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,050
shares
|
$38,073
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
1,035
shares
|
$37,529
0.01% of portfolio
|
Q4 2023
Added 40.82%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,020
shares
|
$36,985
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,000
shares
|
$36,260
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
966
shares
|
$35,027
0.02% of portfolio
|
Q3 2024
Added 3477.78%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
904
shares
|
$32,779
0.01% of portfolio
|
Q2 2024
Reduced 21.12%
|