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 343 institutions that hold shares in the stock, with a total of 221 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 |
---|---|---|---|---|---|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
777
shares
|
$21,398
0.01% of portfolio
|
Q4 2023
Added 1.7%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Aug 14, 2024 Q2 2024 |
770
shares
|
$21,205
0.01% of portfolio
|
Q2 2024
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
706
shares
|
$19,443
0.0% of portfolio
|
Q2 2024
Added 9.63%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
443
shares
|
$12,200
0.0% of portfolio
|
Q2 2024
New holding
|
|
Optimum Investment Advisors
|
Jul 12, 2024 Q2 2024 |
417
shares
|
$11,484
0.0% of portfolio
|
Q4 2023
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
390
shares
|
$10,740
0.0% of portfolio
|
Q4 2023
New holding
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
379
shares
|
$10,437
0.0% of portfolio
|
Q2 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
296
shares
|
$8,151
0.0% of portfolio
|
Q2 2024
Added 270.0%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
262
shares
|
$7,215
0.0% of portfolio
|
Q3 2023
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
262
shares
|
$7,215
0.01% of portfolio
|
Q4 2023
New holding
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
245
shares
|
$6,747
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
233
shares
|
$6,416
0.0% of portfolio
|
Q2 2024
Reduced 63.02%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
193
shares
|
$5,315
0.0% of portfolio
|
Q2 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
124
shares
|
$3,414
0.0% of portfolio
|
Q3 2023
New holding
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
65
shares
|
$1,790
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jul 26, 2024 Q2 2024 |
26
shares
|
$716
0.02% of portfolio
|
Q2 2024
Reduced 97.08%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|