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 559 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 $6.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
240,216
shares
|
$8.49 Million
0.54% of portfolio
|
Q3 2024
Reduced 25.37%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
236,344
shares
|
$8.35 Million
4.62% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
235,897
shares
|
$8.34 Million
3.02% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 08, 2024 Q3 2024 |
235,221
shares
|
$8.31 Million
3.05% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
233,495
shares
|
$8.25 Million
0.01% of portfolio
|
Q3 2024
Added 160.22%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
232,526
shares
|
$8.22 Million
6.57% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
227,885
shares
|
$8.05 Million
1.82% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
223,198
shares
|
$7.89 Million
0.02% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
215,628
shares
|
$7.62 Million
0.03% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
212,026
shares
|
$7.49 Million
1.89% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
211,215
shares
|
$7.46 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
208,921
shares
|
$7.38 Million
5.29% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
207,798
shares
|
$7.34 Million
1.5% of portfolio
|
Q4 2022
Added 25.87%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
202,983
shares
|
$7.17 Million
2.35% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
201,457
shares
|
$7.12 Million
5.27% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
201,367
shares
|
$7.12 Million
1.45% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
194,228
shares
|
$6.86 Million
4.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
193,316
shares
|
$6.83 Million
0.03% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
190,979
shares
|
$6.75 Million
0.01% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
190,623
shares
|
$6.74 Million
1.39% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
188,169
shares
|
$6.65 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
180,786
shares
|
$6.39 Million
2.38% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
178,669
shares
|
$6.31 Million
4.21% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
177,801
shares
|
$6.28 Million
3.93% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
177,042
shares
|
$6.26 Million
3.67% of portfolio
|
Q3 2024
Reduced 5.05%
|