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 |
|---|---|---|---|---|---|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
17,160
shares
|
$443,586
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
16,891
shares
|
$436,632
0.01% of portfolio
|
Q1 2024
Added 68.52%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
16,513
shares
|
$426,861
0.05% of portfolio
|
Q3 2024
Added 18.72%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
16,447
shares
|
$425,154
0.24% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
16,442
shares
|
$425,025
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
16,298
shares
|
$421,303
0.23% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
16,298
shares
|
$421,303
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
15,795
shares
|
$408,300
0.0% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
15,500
shares
|
$400,675
0.01% of portfolio
|
Q3 2024
Added 18.73%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
15,148
shares
|
$391,575
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
14,670
shares
|
$379,219
0.03% of portfolio
|
Q3 2024
Added 31.18%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
14,600
shares
|
$377,410
0.07% of portfolio
|
Q2 2024
Added 1801.04%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
14,262
shares
|
$368,672
0.09% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
14,188
shares
|
$366,759
0.15% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
14,053
shares
|
$363,270
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
14,050
shares
|
$363,192
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
13,255
shares
|
$342,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
13,188
shares
|
$340,909
0.05% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,762
shares
|
$329,897
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
12,324
shares
|
$318,575
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
12,298
shares
|
$317,903
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
12,186
shares
|
$315,008
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
12,181
shares
|
$314,878
0.0% of portfolio
|
Q3 2024
Added 5127.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
12,055
shares
|
$311,621
0.0% of portfolio
|
Q3 2024
Added 87.31%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
11,965
shares
|
$309,295
0.02% of portfolio
|
Q3 2024
Added 0.01%
|