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 629 institutions that hold shares in the stock, with a total of 214 Million shares, which have been reported (via 13F filing form) to have a value of $8.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
804,893
shares
|
$31.9 Million
4.72% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
796,575
shares
|
$31.6 Million
9.37% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
776,156
shares
|
$30.8 Million
5.75% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
746,530
shares
|
$29.6 Million
2.8% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
741,236
shares
|
$29.4 Million
3.18% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
726,396
shares
|
$28.8 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
702,355
shares
|
$27.9 Million
4.16% of portfolio
|
Q4 2024
Added 31.56%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
669,875
shares
|
$26.6 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
659,029
shares
|
$26.1 Million
3.13% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
649,780
shares
|
$25.8 Million
0.87% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
637,434
shares
|
$25.3 Million
0.05% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
614,910
shares
|
$24.4 Million
2.7% of portfolio
|
Q4 2024
Added 31.55%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
600,555
shares
|
$23.8 Million
8.25% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
589,787
shares
|
$23.4 Million
13.84% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
563,901
shares
|
$22.4 Million
6.45% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
554,957
shares
|
$22 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
538,524
shares
|
$21.4 Million
5.76% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
535,215
shares
|
$21.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
519,429
shares
|
$20.6 Million
4.41% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
504,515
shares
|
$20 Million
0.1% of portfolio
|
Q4 2024
Added 215.65%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
483,173
shares
|
$19.2 Million
1.54% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
478,690
shares
|
$19 Million
0.34% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
475,877
shares
|
$18.9 Million
1.01% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
470,161
shares
|
$18.7 Million
0.0% of portfolio
|
Q4 2024
Added 31.02%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
463,363
shares
|
$18.4 Million
7.68% of portfolio
|
Q4 2024
Reduced 0.05%
|