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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
328
shares
|
$12,549
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
313
shares
|
$11,975
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
303
shares
|
$11,592
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
282
shares
|
$10,789
0.0% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
223
shares
|
$8,531
0.0% of portfolio
|
Q4 2024
Reduced 57.2%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
207
shares
|
$7,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
200
shares
|
$7,652
0.01% of portfolio
|
Q4 2024
Reduced 48.98%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
200
shares
|
$7,652
0.01% of portfolio
|
Q4 2024
Reduced 48.98%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
185
shares
|
$7,078
0.0% of portfolio
|
Q4 2024
Reduced 83.91%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
172
shares
|
$6,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
160
shares
|
$6,121
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
153
shares
|
$5,853
0.0% of portfolio
|
Q1 2024
Added 488.46%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
148
shares
|
$5,662
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
141
shares
|
$5,394
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
102
shares
|
$3,902
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
68
shares
|
$2,601
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
64
shares
|
$2,448
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
54
shares
|
$2,066
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
43
shares
|
$1,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1
shares
|
$38
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|