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 559 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $6.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
409,937
shares
|
$14.3 Million
4.69% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
405,304
shares
|
$14.2 Million
1.88% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
404,560
shares
|
$14.1 Million
0.0% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
399,029
shares
|
$13.9 Million
12.5% of portfolio
|
Q3 2024
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
390,394
shares
|
$13.6 Million
7.08% of portfolio
|
Q3 2024
Added 19.88%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
389,578
shares
|
$13.6 Million
1.33% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$13.5 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
387,622
shares
|
$13.5 Million
1.2% of portfolio
|
Q2 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
383,084
shares
|
$13.4 Million
0.08% of portfolio
|
Q2 2023
Added 9.44%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
378,581
shares
|
$13.2 Million
7.24% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
374,246
shares
|
$13.1 Million
12.49% of portfolio
|
Q2 2024
Added 2.77%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
371,593
shares
|
$13 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
367,827
shares
|
$12.9 Million
0.04% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
364,126
shares
|
$12.7 Million
8.75% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
363,391
shares
|
$12.7 Million
0.13% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
362,965
shares
|
$12.7 Million
1.25% of portfolio
|
Q3 2024
Added 14.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
361,311
shares
|
$12.6 Million
0.04% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
358,860
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
355,004
shares
|
$12.4 Million
9.38% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
354,445
shares
|
$12.4 Million
6.42% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
352,527
shares
|
$12.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
343,032
shares
|
$12 Million
3.46% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
340,009
shares
|
$11.9 Million
7.19% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
335,324
shares
|
$11.7 Million
6.53% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
324,075
shares
|
$11.3 Million
0.46% of portfolio
|
Q3 2024
Added 537.14%
|