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 |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
22,962
shares
|
$624,107
0.22% of portfolio
|
Q4 2022
Added 121.79%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 12, 2024 Q2 2024 |
22,956
shares
|
$623,944
0.41% of portfolio
|
Q1 2024
Added 19.64%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 24, 2024 Q2 2024 |
22,810
shares
|
$619,975
0.23% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
22,548
shares
|
$612,854
0.05% of portfolio
|
Q3 2024
Reduced 31.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
22,183
shares
|
$602,933
0.03% of portfolio
|
Q2 2024
Reduced 21.79%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
21,890
shares
|
$594,970
0.51% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
21,274
shares
|
$578,227
0.02% of portfolio
|
Q2 2024
Reduced 97.47%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
21,181
shares
|
$575,699
0.4% of portfolio
|
Q4 2022
Reduced 24.35%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
20,750
shares
|
$563,985
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
19,845
shares
|
$539,387
0.24% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
19,833
shares
|
$539,060
0.19% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
19,357
shares
|
$526,123
0.05% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
19,306
shares
|
$524,737
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
19,294
shares
|
$524,410
0.4% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
18,584
shares
|
$505,113
0.07% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
18,460
shares
|
$501,742
0.33% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
18,136
shares
|
$492,936
0.0% of portfolio
|
Q1 2024
Added 1099.29%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,489
shares
|
$475,351
0.19% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
17,326
shares
|
$470,920
0.15% of portfolio
|
Q3 2024
Added 86.88%
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
17,169
shares
|
$466,653
0.0% of portfolio
|
Q2 2024
Reduced 78.05%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
17,160
shares
|
$466,408
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
16,891
shares
|
$459,097
0.01% of portfolio
|
Q1 2024
Added 68.52%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
16,513
shares
|
$448,823
0.05% of portfolio
|
Q3 2024
Added 18.72%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
16,447
shares
|
$447,029
0.24% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
16,442
shares
|
$446,893
0.02% of portfolio
|
Q3 2024
Added 0.49%
|