Home › DFIV

Who holds DFIV

DIMENSIONAL ETF TRUST · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO33.5M$1.8B1.0%
MERCER GLOBAL ADVISORS INC /ADV24.0M$1.3B1.6%
PNC FINANCIAL SERVICES GROUP, INC.17.2M$929.2M0.5%
Focus Partners Wealth17.2M$929.0M1.0%
Savant Capital, LLC10.5M$574.1M1.7%
EP Wealth Advisors, LLC9.2M$496.9M1.9%
NORTHERN TRUST CORP7.2M$391.1M0.0%
Focus Partners Advisor Solutions, LLC5.9M$320.4M2.7%
ENVESTNET ASSET MANAGEMENT INC5.1M$274.7M0.1%
Farther Finance Advisors, LLC4.7M$254.6M2.0%
RAYMOND JAMES FINANCIAL INC4.7M$253.1M0.1%
Plancorp, LLC3.8M$208.3M5.1%
BANK OF AMERICA CORP /DE/3.8M$207.1M0.0%
Cerity Partners LLC3.6M$196.2M0.2%
Index Fund Advisors, Inc.3.6M$193.9M7.7%
Corient Private Wealth LP3.5M$190.0M0.3%
JONES FINANCIAL COMPANIES LLLP3.5M$187.5M0.1%
Creative Planning3.4M$182.6M0.1%
Foster Group, Inc.2.9M$158.7M4.2%
LPL Financial LLC2.7M$148.5M0.0%
Kestra Investment Management, LLC2.6M$139.2M2.7%
UBS Group AG2.4M$132.3M0.0%
Modera Wealth Management, LLC2.3M$124.6M1.3%
Confluence Wealth Services, Inc.2.1M$111.9M3.2%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.2.0M$107.9M0.2%
Apella Capital, LLC1.9M$107.4M1.5%
Beacon Pointe Advisors, LLC2.0M$106.2M0.5%
Cetera Investment Advisers1.9M$103.6M0.1%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma1.8M$99.2M1.4%
TCI Wealth Advisors, Inc.1.8M$96.5M4.2%
Team Hewins, LLC1.7M$94.3M25.8%
JACKSON THORNTON WEALTH MANAGEMENT, LLC1.6M$87.0M6.9%
ROYAL BANK OF CANADA1.5M$83.4M0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.5M$80.4M0.1%
CHOREO, LLC1.5M$79.8M0.9%
Evanson Financial, LLC1.4M$77.3M3.8%
Wealth Management Nebraska1.4M$76.5M6.8%
JANE STREET GROUP, LLC1.3M$70.6M0.0%
Falcon Wealth Planning1.3M$69.8M4.4%
WELLS FARGO & COMPANY/MN1.2M$67.3M0.0%
DIXON FNANCIAL SERVICES, INC.1.2M$66.6M27.0%
Sequoia Financial Advisors, LLC1.2M$65.8M0.3%
Vise Technologies, Inc.1.2M$63.9M0.7%
Root Financial Partners, LLC1.2M$63.7M2.5%
EARNED WEALTH ADVISORS, LLC1.2M$62.8M4.1%
Beaird Harris Wealth Management, LLC1.1M$61.8M3.9%
True Link Financial Advisors, LLC1.1M$59.7M3.5%
Petersen Hastings Wealth Advisors Inc.1.1M$59.5M5.0%
Smartleaf Asset Management LLC1.1M$58.5M1.9%
WASHINGTON TRUST BANK1.1M$57.2M4.0%
MASECO LLP1.0M$54.2M1.5%
KEB ASSET MANAGEMENT, LLC950.3K$51.3M8.3%
Waverly Advisors, LLC940.9K$50.8M0.3%
SAX WEALTH ADVISORS, LLC943.7K$49.8M2.0%
Mariner, LLC873.5K$47.2M0.0%
Verus Financial Partners, Inc.861.0K$46.5M4.0%
Equitable Holdings, Inc.858.8K$46.4M0.3%
Parkwoods Wealth Partners, LLC839.2K$45.3M7.3%
ECLECTIC ASSOCIATES INC /ADV827.7K$44.7M5.1%
Strategic Financial Services, Inc.820.0K$44.3M1.9%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}