Dimensional ETF Tr Dimensional DFIC
Institutional shares held
285 Million
6.6K
calls
3.9K
puts
Total value of holdings
$8.89B
$205K
calls
$121K
puts
# of Institutions
481
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$964 Million2.0% of portfolio
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Envestnet Asset Management Inc27.5MShares$859 Million0.26% of portfolio
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Forum Financial Management, LP Lombard, IL16.2MShares$506 Million8.53% of portfolio
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Evensky & Katz LLC6.32MShares$197 Million11.77% of portfolio
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High Tower Advisors, LLC Chicago, IL5.17MShares$161 Million0.2% of portfolio
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Rw Investment Management LLC Eagle, ID4.74MShares$148 Million16.19% of portfolio
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Kestra Investment Management, LLC Austin, TX4.73MShares$148 Million2.68% of portfolio
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Jmg Financial Group, Ltd.4.1MShares$128 Million4.01% of portfolio
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Summit Financial Strategies, Inc.3.89MShares$121 Million11.81% of portfolio
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Apella Capital, LLC3.65MShares$114 Million3.23% of portfolio