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 |
|---|---|---|---|---|---|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
362,358
shares
|
$14.4 Million
3.29% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
360,474
shares
|
$14.3 Million
8.35% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
359,539
shares
|
$14.3 Million
7.21% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
357,840
shares
|
$14.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
356,955
shares
|
$14.2 Million
8.64% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
348,788
shares
|
$13.8 Million
5.45% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
347,160
shares
|
$13.8 Million
3.89% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
345,791
shares
|
$13.7 Million
0.12% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
345,350
shares
|
$13.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
340,864
shares
|
$13.5 Million
2.5% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
329,063
shares
|
$13.1 Million
0.42% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
327,051
shares
|
$13 Million
3.33% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
325,885
shares
|
$12.9 Million
3.31% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
319,470
shares
|
$12.7 Million
0.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
315,244
shares
|
$12.5 Million
9.31% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
309,282
shares
|
$12.3 Million
6.6% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
308,933
shares
|
$12.3 Million
3.65% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
308,458
shares
|
$12.2 Million
9.6% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
307,854
shares
|
$12.2 Million
3.63% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
300,137
shares
|
$11.9 Million
0.01% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
292,330
shares
|
$11.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
292,095
shares
|
$11.6 Million
5.36% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
282,218
shares
|
$11.2 Million
3.8% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
277,764
shares
|
$11 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
273,779
shares
|
$10.9 Million
6.19% of portfolio
|
Q4 2024
Reduced 0.51%
|