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 193 Million shares, which have been reported (via 13F filing form) to have a value of $6.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
857
shares
|
$30,277
0.01% of portfolio
|
Q3 2024
Reduced 89.88%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
666
shares
|
$23,529
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
616
shares
|
$21,763
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
576
shares
|
$20,350
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
550
shares
|
$19,431
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
549
shares
|
$19,396
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
521
shares
|
$18,406
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
520
shares
|
$18,371
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
408
shares
|
$14,414
0.0% of portfolio
|
Q2 2024
Reduced 26.62%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
401
shares
|
$14,167
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
392
shares
|
$13,849
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
392
shares
|
$13,849
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
374
shares
|
$13,213
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
370
shares
|
$13,072
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
369
shares
|
$13,036
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
342
shares
|
$12,082
0.0% of portfolio
|
Q4 2023
Reduced 33.59%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
334
shares
|
$11,800
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
328
shares
|
$11,588
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
313
shares
|
$11,058
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
309
shares
|
$10,916
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
303
shares
|
$10,704
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
282
shares
|
$9,963
0.0% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
229
shares
|
$8,090
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
218
shares
|
$7,701
0.0% of portfolio
|
Q3 2024
Reduced 36.63%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
172
shares
|
$6,076
0.0% of portfolio
|
Q4 2024
New holding
|