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 |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
173,365
shares
|
$6.06 Million
1.57% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
165,116
shares
|
$5.77 Million
0.06% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
162,738
shares
|
$5.69 Million
0.12% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
161,866
shares
|
$5.66 Million
4.59% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
159,836
shares
|
$5.59 Million
0.04% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
156,404
shares
|
$5.47 Million
1.78% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
155,882
shares
|
$5.45 Million
3.04% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
155,104
shares
|
$5.42 Million
0.54% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
152,088
shares
|
$5.32 Million
0.46% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
151,922
shares
|
$5.31 Million
2.84% of portfolio
|
Q3 2023
Added 3.29%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
148,145
shares
|
$5.18 Million
0.62% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
147,102
shares
|
$5.14 Million
1.68% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
145,662
shares
|
$5.09 Million
2.33% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
140,624
shares
|
$4.91 Million
0.01% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
140,584
shares
|
$4.91 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
140,546
shares
|
$4.91 Million
1.75% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
140,287
shares
|
$4.9 Million
2.63% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
135,146
shares
|
$4.72 Million
4.22% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
130,763
shares
|
$4.57 Million
0.55% of portfolio
|
Q3 2024
Added 54.41%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
129,914
shares
|
$4.54 Million
6.82% of portfolio
|
Q4 2023
Reduced 11.3%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Oct 30, 2024 Q3 2024 |
127,639
shares
|
$4.46 Million
18.85% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
127,241
shares
|
$4.45 Million
3.96% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
123,103
shares
|
$4.3 Million
0.3% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
121,488
shares
|
$4.25 Million
1.25% of portfolio
|
Q2 2023
Added 10.25%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
121,399
shares
|
$4.24 Million
3.98% of portfolio
|
Q3 2024
Added 5.68%
|