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 |
|---|---|---|---|---|---|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
121,399
shares
|
$4.4 Million
3.98% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
121,149
shares
|
$4.39 Million
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
118,674
shares
|
$4.3 Million
1.56% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
116,704
shares
|
$4.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
115,414
shares
|
$4.18 Million
0.5% of portfolio
|
Q3 2024
Added 27.48%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
114,451
shares
|
$4.15 Million
2.85% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
111,632
shares
|
$4.05 Million
3.01% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
109,250
shares
|
$3.96 Million
0.04% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
108,493
shares
|
$3.93 Million
2.05% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
107,258
shares
|
$3.89 Million
1.35% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
106,554
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
106,383
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
105,213
shares
|
$3.82 Million
0.27% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
103,940
shares
|
$3.77 Million
0.02% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
100,500
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
99,386
shares
|
$3.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
97,783
shares
|
$3.55 Million
2.95% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
97,411
shares
|
$3.53 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
97,164
shares
|
$3.52 Million
2.96% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
97,072
shares
|
$3.52 Million
0.74% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
94,782
shares
|
$3.44 Million
0.05% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
93,216
shares
|
$3.38 Million
1.76% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
92,495
shares
|
$3.35 Million
0.25% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
92,489
shares
|
$3.35 Million
1.31% of portfolio
|
Q3 2024
Added 40.54%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
92,461
shares
|
$3.35 Million
1.88% of portfolio
|
Q3 2024
Reduced 1.59%
|