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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
140,554
shares
|
$5.58 Million
0.0% of portfolio
|
Q4 2024
Added 135.23%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
140,167
shares
|
$5.56 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
140,009
shares
|
$5.55 Million
0.31% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
139,729
shares
|
$5.54 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
138,679
shares
|
$5.5 Million
0.01% of portfolio
|
Q4 2024
Added 92.93%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
138,491
shares
|
$5.49 Million
4.12% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
137,042
shares
|
$5.44 Million
1.43% of portfolio
|
Q4 2024
Reduced 32.49%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
134,633
shares
|
$5.34 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
132,502
shares
|
$5.26 Million
0.11% of portfolio
|
Q4 2024
Added 2175.1%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
131,013
shares
|
$5.2 Million
0.42% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
124,445
shares
|
$4.94 Million
4.42% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
123,412
shares
|
$4.9 Million
5.9% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
121,894
shares
|
$4.84 Million
0.48% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
121,488
shares
|
$4.82 Million
1.25% of portfolio
|
Q2 2023
Added 10.25%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
119,178
shares
|
$4.73 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
118,276
shares
|
$4.69 Million
2.05% of portfolio
|
Q4 2024
Added 27.92%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
117,458
shares
|
$4.66 Million
2.69% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
117,120
shares
|
$4.65 Million
0.04% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
117,112
shares
|
$4.65 Million
2.94% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Del Sette Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
114,737
shares
|
$4.55 Million
3.35% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
114,509
shares
|
$4.54 Million
19.7% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
112,468
shares
|
$4.46 Million
3.24% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
112,204
shares
|
$4.45 Million
0.01% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
111,032
shares
|
$4.4 Million
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
109,819
shares
|
$4.36 Million
0.1% of portfolio
|
Q4 2024
Added 19.56%
|