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 |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Nov 04, 2024 Q3 2024 |
16,298
shares
|
$442,979
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
15,726
shares
|
$427,432
0.22% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
15,661
shares
|
$425,665
0.15% of portfolio
|
Q2 2024
Added 41.09%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
15,500
shares
|
$421,290
0.01% of portfolio
|
Q3 2024
Added 18.73%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
15,148
shares
|
$411,722
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glassman Wealth Services
|
Aug 06, 2024 Q2 2024 |
14,600
shares
|
$396,828
0.07% of portfolio
|
Q2 2024
Added 1801.04%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
14,262
shares
|
$387,641
0.09% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
14,188
shares
|
$385,629
0.15% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
14,053
shares
|
$381,960
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
13,950
shares
|
$379,161
0.01% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2024 Q2 2024 |
13,945
shares
|
$379,025
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
13,056
shares
|
$354,862
0.05% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,762
shares
|
$346,871
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
12,324
shares
|
$334,966
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
12,186
shares
|
$331,215
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
11,964
shares
|
$325,181
0.02% of portfolio
|
Q2 2024
Added 9.75%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
11,344
shares
|
$308,329
0.01% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
11,246
shares
|
$305,666
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
11,183
shares
|
$303,953
0.02% of portfolio
|
Q2 2024
Added 39.8%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
10,781
shares
|
$293,027
0.02% of portfolio
|
Q3 2024
Added 23.06%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
10,627
shares
|
$288,841
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
Aug 13, 2024 Q2 2024 |
10,609
shares
|
$288,352
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
10,589
shares
|
$287,809
0.21% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
10,524
shares
|
$286,042
0.34% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
10,465
shares
|
$284,438
0.2% of portfolio
|
Q3 2024
Added 34.6%
|