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 348 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Aug 12, 2024 Q2 2024 |
9,165
shares
|
$245,438
0.05% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
9,115
shares
|
$244,099
0.09% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
8,761
shares
|
$234,619
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
8,750
shares
|
$234,325
0.06% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
8,524
shares
|
$228,272
0.03% of portfolio
|
Q2 2024
Reduced 20.69%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
8,513
shares
|
$227,978
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,431
shares
|
$225,782
0.14% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
7,712
shares
|
$206,527
0.0% of portfolio
|
Q2 2024
Reduced 18.52%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
7,666
shares
|
$205,295
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
6,436
shares
|
$172,356
0.0% of portfolio
|
Q2 2024
Added 154.69%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,072
shares
|
$162,608
0.0% of portfolio
|
Q3 2024
Reduced 68.74%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
4,534
shares
|
$121,420
0.02% of portfolio
|
Q1 2024
Added 94.84%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
4,328
shares
|
$115,903
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,000
shares
|
$107,120
0.04% of portfolio
|
Q3 2024
Added 29.03%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
3,954
shares
|
$105,888
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
3,811
shares
|
$102,058
0.05% of portfolio
|
Q4 2023
Added 291.27%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
2,724
shares
|
$72,948
0.06% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,361
shares
|
$63,227
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
2,340
shares
|
$62,665
0.05% of portfolio
|
Q1 2024
Added 65.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,231
shares
|
$59,746
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
2,174
shares
|
$58,219
0.04% of portfolio
|
Q2 2024
Added 70.38%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
2,113
shares
|
$56,586
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
2,000
shares
|
$53,560
0.04% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,985
shares
|
$53,158
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,604
shares
|
$42,955
0.0% of portfolio
|
Q2 2024
Reduced 23.4%
|