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 |
|---|---|---|---|---|---|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
8,380
shares
|
$216,623
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
8,182
shares
|
$211,504
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
7,666
shares
|
$198,166
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
7,618
shares
|
$196,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
7,233
shares
|
$186,973
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,072
shares
|
$156,961
0.0% of portfolio
|
Q3 2024
Reduced 68.74%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,136
shares
|
$132,765
0.02% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
5,000
shares
|
$129,250
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,000
shares
|
$103,400
0.04% of portfolio
|
Q3 2024
Added 29.03%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
3,954
shares
|
$102,210
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
3,811
shares
|
$98,514
0.05% of portfolio
|
Q4 2023
Added 291.27%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
2,594
shares
|
$67,054
0.05% of portfolio
|
Q3 2024
Added 19.32%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
2,576
shares
|
$66,589
0.05% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,361
shares
|
$61,031
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,231
shares
|
$57,671
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
2,113
shares
|
$54,621
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
2,000
shares
|
$51,700
0.04% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,985
shares
|
$51,312
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,604
shares
|
$41,463
0.0% of portfolio
|
Q2 2024
Reduced 23.4%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,309
shares
|
$33,837
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,279
shares
|
$33,062
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,265
shares
|
$32,700
0.0% of portfolio
|
Q2 2024
Added 36.31%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
817
shares
|
$21,119
0.0% of portfolio
|
Q2 2024
Reduced 88.91%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
777
shares
|
$20,085
0.01% of portfolio
|
Q4 2023
Added 1.7%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
677
shares
|
$17,500
0.0% of portfolio
|
Q3 2024
Reduced 4.11%
|