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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
91,850
shares
|
$3.33 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
91,741
shares
|
$3.33 Million
0.83% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
91,365
shares
|
$3.31 Million
0.7% of portfolio
|
Q3 2024
Added 25.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
89,968
shares
|
$3.26 Million
0.14% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
86,950
shares
|
$3.15 Million
0.98% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
85,988
shares
|
$3.12 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
85,974
shares
|
$3.12 Million
0.96% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
85,565
shares
|
$3.1 Million
0.12% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
83,744
shares
|
$3.04 Million
0.76% of portfolio
|
Q3 2024
Reduced 55.52%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
83,723
shares
|
$3.04 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
82,859
shares
|
$3 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
82,811
shares
|
$3 Million
1.48% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
81,446
shares
|
$2.95 Million
0.73% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
80,431
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2024
Added 53.92%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
79,942
shares
|
$2.9 Million
0.42% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
78,802
shares
|
$2.86 Million
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
78,449
shares
|
$2.84 Million
1.17% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
77,702
shares
|
$2.82 Million
0.26% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
76,856
shares
|
$2.79 Million
0.03% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
76,828
shares
|
$2.79 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
76,426
shares
|
$2.77 Million
0.16% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
76,066
shares
|
$2.76 Million
1.89% of portfolio
|
Q3 2024
Reduced 12.34%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
75,264
shares
|
$2.73 Million
2.53% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
72,303
shares
|
$2.62 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
72,034
shares
|
$2.61 Million
0.09% of portfolio
|
Q3 2024
Reduced 13.38%
|