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 353 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $6.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
39,137
shares
|
$1.06 Million
0.52% of portfolio
|
Q3 2024
Added 28.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
38,139
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
38,012
shares
|
$1.03 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
37,086
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
35,512
shares
|
$965,216
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
34,698
shares
|
$943,091
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
34,117
shares
|
$927,300
0.01% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
33,948
shares
|
$922,706
0.18% of portfolio
|
Q3 2023
Reduced 16.09%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
33,614
shares
|
$913,628
0.52% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2024 Q2 2024 |
33,300
shares
|
$905,094
0.33% of portfolio
|
Q2 2024
Added 5.81%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
32,507
shares
|
$883,540
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
32,476
shares
|
$882,697
0.47% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Hemington Wealth Management
|
Aug 01, 2024 Q2 2024 |
30,889
shares
|
$839,563
0.27% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
29,663
shares
|
$806,240
0.42% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
28,286
shares
|
$768,813
0.05% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
27,601
shares
|
$750,195
0.41% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
26,168
shares
|
$711,246
0.27% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
26,165
shares
|
$711,164
0.32% of portfolio
|
Q4 2023
Added 20.75%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
25,382
shares
|
$689,882
0.47% of portfolio
|
Q1 2023
Added 55.36%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
24,721
shares
|
$671,916
0.22% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
24,619
shares
|
$669,144
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
24,367
shares
|
$662,295
0.4% of portfolio
|
Q1 2023
Added 60.92%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
24,361
shares
|
$662,131
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
24,000
shares
|
$652,320
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
23,805
shares
|
$647,019
0.16% of portfolio
|
Q3 2024
Added 24.2%
|