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 |
|---|---|---|---|---|---|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
734,832
shares
|
$26.6 Million
9.77% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
727,283
shares
|
$26.4 Million
4.57% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
709,240
shares
|
$25.7 Million
3.56% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
681,820
shares
|
$24.7 Million
3.06% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
671,826
shares
|
$24.4 Million
1.08% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
618,906
shares
|
$22.4 Million
9.54% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
608,344
shares
|
$22.1 Million
0.85% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
593,353
shares
|
$21.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Oct 02, 2024 Q3 2024 |
577,561
shares
|
$20.9 Million
14.23% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
561,701
shares
|
$20.4 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
559,634
shares
|
$20.3 Million
0.0% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
558,972
shares
|
$20.3 Million
2.17% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
555,135
shares
|
$20.1 Million
6.51% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
533,855
shares
|
$19.4 Million
4.23% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
515,301
shares
|
$18.7 Million
4.76% of portfolio
|
Q3 2024
Added 19.17%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
492,226
shares
|
$17.8 Million
5.4% of portfolio
|
Q3 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
482,685
shares
|
$17.5 Million
1.54% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
467,443
shares
|
$16.9 Million
2.85% of portfolio
|
Q3 2024
Added 40.09%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
463,614
shares
|
$16.8 Million
8.06% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
452,686
shares
|
$16.4 Million
3.12% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
447,156
shares
|
$16.2 Million
3.59% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
446,709
shares
|
$16.2 Million
1.03% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
445,229
shares
|
$16.1 Million
0.22% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
445,182
shares
|
$16.1 Million
3.84% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
437,272
shares
|
$15.9 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.67%
|