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 |
---|---|---|---|---|---|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
225,400
shares
|
$8.61 Million
0.35% of portfolio
|
Q2 2024
Added 5.62%
|
|
Austin Asset Management CO Inc
|
Aug 12, 2024 Q2 2024 |
221,254
shares
|
$8.46 Million
1.74% of portfolio
|
Q2 2024
Added 11.88%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
218,534
shares
|
$8.35 Million
0.02% of portfolio
|
Q2 2024
Added 4.86%
|
|
Aspiriant, LLC
|
Jul 15, 2024 Q2 2024 |
216,394
shares
|
$8.27 Million
0.32% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
Disciplined Investments, LLC
Tulsa, OK |
Aug 09, 2024 Q2 2024 |
214,721
shares
|
$8.21 Million
4.26% of portfolio
|
Q2 2024
Added 3.46%
|
|
Vera Bank, N.A.
|
Jul 24, 2024 Q2 2024 |
213,974
shares
|
$8.18 Million
2.48% of portfolio
|
Q2 2024
Added 1.6%
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
207,798
shares
|
$7.94 Million
1.5% of portfolio
|
Q4 2022
Added 25.87%
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
203,772
shares
|
$7.79 Million
5.15% of portfolio
|
Q1 2024
Added 0.52%
|
|
Destiny Wealth Partners, LLC
|
Jul 25, 2024 Q2 2024 |
199,927
shares
|
$7.64 Million
1.38% of portfolio
|
Q2 2024
Added 2.74%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
199,131
shares
|
$7.61 Million
0.03% of portfolio
|
Q2 2024
Added 25.23%
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jul 16, 2024 Q2 2024 |
199,095
shares
|
$7.61 Million
5.35% of portfolio
|
Q2 2024
Added 0.2%
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Aug 06, 2024 Q2 2024 |
199,069
shares
|
$7.61 Million
1.97% of portfolio
|
Q2 2024
Added 23.19%
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 07, 2024 Q2 2024 |
191,765
shares
|
$7.33 Million
3.98% of portfolio
|
Q2 2024
Added 2.88%
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 12, 2024 Q2 2024 |
189,499
shares
|
$7.24 Million
1.63% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
188,292
shares
|
$7.2 Million
0.35% of portfolio
|
Q2 2024
Added 5.49%
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
186,689
shares
|
$7.14 Million
0.93% of portfolio
|
Q2 2024
Reduced 6.21%
|
|
Lane & Associates LLC
Moorestown, NJ |
Aug 07, 2024 Q2 2024 |
186,455
shares
|
$7.13 Million
3.95% of portfolio
|
Q2 2024
Added 40.59%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
183,617
shares
|
$7.02 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Mraz, Amerine & Associates, Inc.
|
Aug 01, 2024 Q2 2024 |
173,700
shares
|
$6.64 Million
1.36% of portfolio
|
Q2 2024
Added 19.53%
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 17, 2024 Q2 2024 |
172,654
shares
|
$6.6 Million
3.92% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Financial Futures LTD Liability Co.
|
Aug 06, 2024 Q2 2024 |
172,023
shares
|
$6.57 Million
4.13% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
171,338
shares
|
$6.55 Million
2.44% of portfolio
|
Q2 2024
Added 12.14%
|
|
Northwest Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
165,639
shares
|
$6.33 Million
1.56% of portfolio
|
Q2 2024
Added 3.83%
|
|
1900 Wealth Management LLC
|
Jul 26, 2024 Q2 2024 |
160,090
shares
|
$6.12 Million
0.57% of portfolio
|
Q2 2024
Reduced 8.4%
|
|
Cordant, Inc.
Portland, OR |
Jul 25, 2024 Q2 2024 |
158,055
shares
|
$6.04 Million
3.17% of portfolio
|
Q2 2024
Added 20.01%
|