Dimensional ETF Tr Dimensional DFIC
Institutional shares held
279 Million
6.6K
calls
3.9K
puts
Total value of holdings
$8.45B
$199K
calls
$118K
puts
# of Institutions
471
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
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Mercer Global Advisors Inc Denver, CO30.9MShares$941 Million2.0% of portfolio
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Envestnet Asset Management Inc27.5MShares$839 Million0.26% of portfolio
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Forum Financial Management, LP Lombard, IL16.2MShares$494 Million8.53% of portfolio
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Evensky & Katz LLC6.32MShares$192 Million11.77% of portfolio
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High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio
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Rw Investment Management LLC Eagle, ID4.74MShares$144 Million16.19% of portfolio
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Kestra Investment Management, LLC Austin, TX4.73MShares$144 Million2.68% of portfolio
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Jmg Financial Group, Ltd.4.1MShares$125 Million4.01% of portfolio
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Summit Financial Strategies, Inc.3.89MShares$118 Million11.81% of portfolio
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Pathstone Family Office, LLC Englewood, NJ3.46MShares$105 Million0.52% of portfolio