Dimensional ETF Tr Dimensional DFIC
Institutional shares held
201 Million
100
calls
100
puts
Total value of holdings
$5.4B
$2K
calls
$2K
puts
# of Institutions
331
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$575 Million0.22% of portfolio
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Mercer Global Advisors Inc Denver, CO21.3MShares$571 Million1.62% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$428 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$154 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio
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High Tower Advisors, LLC Chicago, IL4.38MShares$118 Million0.19% of portfolio
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Pathstone Holdings, LLC Englewood, NJ3.61MShares$96.8 Million0.46% of portfolio
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Summit Financial Strategies, Inc.3.53MShares$94.7 Million12.39% of portfolio
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Pathstone Family Office, LLC Englewood, NJ3.46MShares$92.7 Million0.52% of portfolio
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Awm Capital, LLC2.5MShares$66.9 Million14.28% of portfolio