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 364 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
44,748
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 101.72%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
42,729
shares
|
$1.1 Million
0.68% of portfolio
|
Q3 2024
Added 44.74%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
41,625
shares
|
$1.08 Million
0.28% of portfolio
|
Q3 2024
Reduced 22.0%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
41,021
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
40,899
shares
|
$1.06 Million
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
39,137
shares
|
$1.01 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
|
$985,893
0.03% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
38,012
shares
|
$982,610
0.46% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
37,403
shares
|
$966,867
0.45% of portfolio
|
Q3 2024
Added 42.95%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
37,086
shares
|
$958,673
0.1% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
36,309
shares
|
$938,587
0.33% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
35,512
shares
|
$917,985
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
35,511
shares
|
$917,959
1.95% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
34,117
shares
|
$881,924
0.01% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
33,948
shares
|
$877,555
0.18% of portfolio
|
Q3 2023
Reduced 16.09%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
33,614
shares
|
$868,921
0.52% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
32,507
shares
|
$840,305
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
32,476
shares
|
$839,504
0.47% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
30,889
shares
|
$798,480
0.22% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
29,929
shares
|
$773,664
0.0% of portfolio
|
Q3 2024
Reduced 13.74%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
29,663
shares
|
$766,788
0.42% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
28,050
shares
|
$725,092
0.05% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
27,601
shares
|
$713,485
0.41% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
27,463
shares
|
$709,918
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
26,168
shares
|
$676,442
0.27% of portfolio
|
Q3 2024
Reduced 4.65%
|