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 |
|---|---|---|---|---|---|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
1,053
shares
|
$40,287
0.07% of portfolio
|
Q4 2024
Reduced 88.56%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,050
shares
|
$40,173
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
1,035
shares
|
$39,599
0.01% of portfolio
|
Q4 2023
Added 40.82%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
1,020
shares
|
$39,025
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
980
shares
|
$37,494
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
970
shares
|
$37,112
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
939
shares
|
$35,926
0.02% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
904
shares
|
$34,587
0.01% of portfolio
|
Q2 2024
Reduced 21.12%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
891
shares
|
$34,089
0.0% of portfolio
|
Q4 2024
Added 160.53%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
857
shares
|
$32,788
0.01% of portfolio
|
Q3 2024
Reduced 89.88%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
850
shares
|
$32,521
0.0% of portfolio
|
Q4 2024
Added 1534.62%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
800
shares
|
$30,608
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
784
shares
|
$29,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
750
shares
|
$28,695
0.02% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
666
shares
|
$25,481
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
616
shares
|
$23,568
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
576
shares
|
$22,037
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
550
shares
|
$21,043
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
549
shares
|
$21,004
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
520
shares
|
$19,895
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
418
shares
|
$15,992
0.0% of portfolio
|
Q4 2024
Added 276.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
408
shares
|
$15,610
0.0% of portfolio
|
Q2 2024
Reduced 26.62%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
401
shares
|
$15,342
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
373
shares
|
$14,270
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
334
shares
|
$12,778
0.01% of portfolio
|
Q2 2022
New holding
|