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 $6.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
1,397,171
shares
|
$49.4 Million
28.5% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,311,941
shares
|
$46.4 Million
4.46% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,273,696
shares
|
$45 Million
2.07% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
1,267,578
shares
|
$44.8 Million
2.01% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,257,825
shares
|
$44.5 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
1,252,443
shares
|
$44.3 Million
12.44% of portfolio
|
Q4 2023
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
1,247,433
shares
|
$44.1 Million
3.64% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,235,243
shares
|
$43.7 Million
3.48% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,228,456
shares
|
$43.4 Million
2.22% of portfolio
|
Q3 2022
Reduced 11.03%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
1,135,022
shares
|
$40.1 Million
5.42% of portfolio
|
Q3 2024
Reduced 37.4%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,099,914
shares
|
$38.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,098,326
shares
|
$38.8 Million
3.55% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
1,087,484
shares
|
$38.4 Million
3.83% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,064,220
shares
|
$37.6 Million
1.74% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
971,454
shares
|
$34.3 Million
0.03% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
924,583
shares
|
$32.7 Million
0.01% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
881,226
shares
|
$31.1 Million
5.67% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
833,243
shares
|
$29.4 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
823,596
shares
|
$29.1 Million
6.96% of portfolio
|
Q1 2024
Reduced 7.86%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
820,053
shares
|
$29 Million
1.86% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
811,807
shares
|
$28.7 Million
9.73% of portfolio
|
Q3 2022
Reduced 1.86%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
800,836
shares
|
$28.3 Million
3.34% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
772,215
shares
|
$27.3 Million
5.97% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
748,144
shares
|
$26.4 Million
3.29% of portfolio
|
Q4 2023
Reduced 0.23%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
739,314
shares
|
$26.1 Million
0.33% of portfolio
|
Q3 2024
Added 1.79%
|