Dimensional ETF Tr Dimensional DFIC
Institutional shares held
197 Million
100
calls
100
puts
Total value of holdings
$5.34B
$2K
calls
$2K
puts
# of Institutions
325
We take great care to ensure that the data presented and summarized in this overview for DIMENSIONAL ETF TR DIMENSIONAL is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding DFIC
View all-
Envestnet Asset Management Inc21.4MShares$581 Million0.22% of portfolio
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Mercer Global Advisors Inc Denver, CO21.3MShares$576 Million1.62% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$432 Million8.27% of portfolio
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Evensky & Katz LLC5.55MShares$150 Million10.48% of portfolio
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Rw Investment Management LLC Eagle, ID4.55MShares$123 Million16.95% of portfolio
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High Tower Advisors, LLC Chicago, IL4.38MShares$119 Million0.19% of portfolio
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Pathstone Holdings, LLC Englewood, NJ3.61MShares$97.7 Million0.46% of portfolio
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Summit Financial Strategies, Inc.3.47MShares$93.9 Million13.68% of portfolio
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Pathstone Family Office, LLC Englewood, NJ3.46MShares$93.6 Million0.52% of portfolio
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Miramar Fiduciary Corp Reno, NV2.75MShares$74.6 Million55.63% of portfolio