Dimensional ETF Tr Dimensional DFIC
Institutional shares held
2.29 Billion
5.9K
calls
0
puts
Total value of holdings
$63B
$162K
calls
$0
puts
# of Institutions
446
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-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.7 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$811 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$755 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio
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Rw Investment Management LLC Eagle, ID4.92MShares$135 Million15.48% of portfolio
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High Tower Advisors, LLC Chicago, IL4.88MShares$134 Million0.18% of portfolio
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Summit Financial Strategies, Inc.3.81MShares$105 Million11.77% of portfolio
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Jmg Financial Group, Ltd.3.5MShares$96.5 Million3.2% of portfolio
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Pathstone Family Office, LLC Englewood, NJ3.46MShares$95.2 Million0.52% of portfolio