Institutional Ownership Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC). We have compiled data on the 343 institutions that hold shares in the stock, with a total of 221 Million shares, which have been reported (via 13F filing form) to have a value of $6.07 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
23,786,933
shares
|
$654 Million
0.22% of portfolio
|
Q2 2024
Added 10.9%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
23,333,218
shares
|
$642 Million
1.55% of portfolio
|
Q2 2024
Added 9.71%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
15,253,241
shares
|
$419 Million
8.27% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
Evensky & Katz LLC
|
Jul 26, 2024 Q2 2024 |
5,742,808
shares
|
$158 Million
10.51% of portfolio
|
Q2 2024
Added 3.44%
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2024 Q2 2024 |
4,712,200
shares
|
$130 Million
16.75% of portfolio
|
Q2 2024
Added 3.54%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
4,553,446
shares
|
$125 Million
0.19% of portfolio
|
Q2 2024
Added 3.93%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
3,593,442
shares
|
$98.8 Million
0.43% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Summit Financial Strategies, Inc.
|
Jul 19, 2024 Q2 2024 |
3,530,233
shares
|
$97.1 Million
12.39% of portfolio
|
Q2 2024
Added 1.76%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,522,286
shares
|
$96.9 Million
0.1% of portfolio
|
Q2 2024
Added 1263.6%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,456,831
shares
|
$95.1 Million
0.52% of portfolio
|
Q2 2023
Added 22.15%
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Sep 10, 2024 Q2 2024 |
3,068,760
shares
|
$84.4 Million
15.38% of portfolio
|
Q2 2024
New holding
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
3,035,937
shares
|
$83.5 Million
0.78% of portfolio
|
Q2 2024
Added 83.14%
|
|
Awm Capital, LLC
|
Aug 12, 2024 Q2 2024 |
2,641,316
shares
|
$72.6 Million
13.89% of portfolio
|
Q2 2024
Added 5.86%
|
|
Jmg Financial Group, Ltd.
|
Jul 30, 2024 Q2 2024 |
2,490,931
shares
|
$68.5 Million
2.52% of portfolio
|
Q2 2024
Added 16.73%
|
|
Miramar Fiduciary Corp
Reno, NV |
Jul 25, 2024 Q2 2024 |
2,375,666
shares
|
$65.3 Million
57.87% of portfolio
|
Q2 2024
Reduced 13.74%
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,211,197
shares
|
$60.8 Million
16.77% of portfolio
|
Q2 2023
Added 7.1%
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,209,530
shares
|
$60.8 Million
5.59% of portfolio
|
Q4 2023
Added 3.1%
|
|
Bridgewater Advisors Inc.
|
Aug 01, 2024 Q2 2024 |
2,166,351
shares
|
$59.6 Million
6.87% of portfolio
|
Q2 2024
Added 7.44%
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 08, 2024 Q2 2024 |
2,133,182
shares
|
$58.7 Million
13.54% of portfolio
|
Q2 2024
Added 7.37%
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 02, 2024 Q2 2024 |
2,051,866
shares
|
$56.4 Million
7.45% of portfolio
|
Q2 2024
Added 3.81%
|
|
Truepoint, Inc.
|
Aug 05, 2024 Q2 2024 |
1,986,476
shares
|
$54.6 Million
1.52% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,978,556
shares
|
$54.4 Million
0.03% of portfolio
|
Q2 2024
Added 5.56%
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 07, 2024 Q2 2024 |
1,936,816
shares
|
$53.3 Million
18.55% of portfolio
|
Q2 2024
Added 3.21%
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 22, 2024 Q2 2024 |
1,787,696
shares
|
$49.2 Million
7.85% of portfolio
|
Q2 2024
New holding
|
|
Apella Capital, LLC
|
Jul 10, 2024 Q2 2024 |
1,741,482
shares
|
$47.9 Million
2.1% of portfolio
|
Q2 2024
Added 53.32%
|