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 622 institutions that hold shares in the stock, with a total of 213 Million shares, which have been reported (via 13F filing form) to have a value of $8.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
20,460,106
shares
|
$783 Million
0.24% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
17,791,542
shares
|
$681 Million
1.56% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,169,824
shares
|
$427 Million
4.47% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
8,280,161
shares
|
$317 Million
2.39% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,019,949
shares
|
$269 Million
0.17% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,714,393
shares
|
$257 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
5,652,108
shares
|
$216 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
5,376,491
shares
|
$206 Million
3.48% of portfolio
|
Q4 2024
Added 29.03%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
3,618,375
shares
|
$138 Million
7.14% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,548,218
shares
|
$136 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
3,519,346
shares
|
$135 Million
4.95% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,393,744
shares
|
$130 Million
0.17% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,007,651
shares
|
$115 Million
0.16% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,792,405
shares
|
$107 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
2,723,071
shares
|
$104 Million
3.99% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,665,257
shares
|
$102 Million
0.8% of portfolio
|
Q4 2024
Added 26.9%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,591,495
shares
|
$99.2 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,563,927
shares
|
$98.1 Million
0.2% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,314,169
shares
|
$88.5 Million
13.61% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,952,148
shares
|
$74.7 Million
18.42% of portfolio
|
Q4 2022
Reduced 6.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,909,738
shares
|
$73.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,864,253
shares
|
$71.3 Million
0.1% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,841,039
shares
|
$70.4 Million
0.95% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,839,267
shares
|
$70.4 Million
1.79% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
1,757,739
shares
|
$67.3 Million
26.19% of portfolio
|
Q4 2024
Reduced 0.03%
|