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 527 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $7.06 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wescott Financial Advisory Group, LLC
|
Aug 14, 2024 Q2 2024 |
399,890
shares
|
$15.3 Million
1.88% of portfolio
|
Q2 2024
Reduced 7.13%
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
389,578
shares
|
$14.9 Million
1.33% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$14.8 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$14.8 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 02, 2024 Q2 2024 |
386,414
shares
|
$14.8 Million
7.35% of portfolio
|
Q2 2024
Added 5.81%
|
|
Dopkins Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
385,768
shares
|
$14.7 Million
8.8% of portfolio
|
Q2 2024
Added 0.64%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
383,084
shares
|
$14.6 Million
0.08% of portfolio
|
Q2 2023
Added 9.44%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
379,497
shares
|
$14.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
378,062
shares
|
$14.4 Million
0.0% of portfolio
|
Q2 2024
Added 2.22%
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
374,246
shares
|
$14.3 Million
12.49% of portfolio
|
Q2 2024
Added 2.77%
|
|
Disciplined Equity Management, Inc.
|
Aug 14, 2024 Q2 2024 |
373,383
shares
|
$14.3 Million
8.85% of portfolio
|
Q2 2024
Added 0.8%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
371,918
shares
|
$14.2 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
371,332
shares
|
$14.2 Million
0.08% of portfolio
|
Q2 2024
Added 14.06%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
361,862
shares
|
$13.8 Million
0.04% of portfolio
|
Q2 2024
Added 5.65%
|
|
Shearwater Capital LLC
|
Jul 10, 2024 Q2 2024 |
357,806
shares
|
$13.7 Million
9.49% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
348,044
shares
|
$13.3 Million
0.13% of portfolio
|
Q2 2024
Reduced 35.44%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
346,911
shares
|
$13.3 Million
0.04% of portfolio
|
Q2 2024
Added 0.49%
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jul 29, 2024 Q2 2024 |
337,943
shares
|
$12.9 Million
3.55% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 02, 2024 Q2 2024 |
333,678
shares
|
$12.8 Million
2.81% of portfolio
|
Q2 2024
Added 31.69%
|
|
Squire Investment Management Company, LLC
Orem, UT |
Aug 01, 2024 Q2 2024 |
331,513
shares
|
$12.7 Million
6.76% of portfolio
|
Q2 2024
Added 7.07%
|
|
Fortress Wealth Management, Inc.
|
Jul 16, 2024 Q2 2024 |
330,613
shares
|
$12.6 Million
6.87% of portfolio
|
Q2 2024
Added 3.1%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
329,330
shares
|
$12.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
Claris Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
328,503
shares
|
$12.6 Million
7.19% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2024 Q2 2024 |
325,662
shares
|
$12.4 Million
6.24% of portfolio
|
Q2 2024
Added 24.67%
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
321,873
shares
|
$12.3 Million
0.24% of portfolio
|
Q2 2024
Reduced 9.74%
|