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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
1,746,137
shares
|
$46.8 Million
0.55% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
1,700,213
shares
|
$45.5 Million
0.09% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
1,639,488
shares
|
$43.9 Million
8.64% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,637,357
shares
|
$43.8 Million
1.04% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Millburn Ridgefield Corp
|
Aug 14, 2024 Q2 2024 |
1,634,033
shares
|
$43.8 Million
1.15% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
1,557,903
shares
|
$41.7 Million
11.6% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
1,496,947
shares
|
$40.1 Million
1.65% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
1,465,187
shares
|
$39.2 Million
6.5% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
1,408,604
shares
|
$37.7 Million
14.64% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
1,407,573
shares
|
$37.7 Million
13.27% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
1,395,998
shares
|
$37.4 Million
9.07% of portfolio
|
Q2 2024
Added 1.52%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
1,380,535
shares
|
$37 Million
4.27% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
1,359,354
shares
|
$36.4 Million
5.16% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,325,602
shares
|
$35.5 Million
2.95% of portfolio
|
Q2 2024
Added 10.53%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
1,314,493
shares
|
$35.2 Million
4.79% of portfolio
|
Q3 2024
Added 82.15%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
1,313,110
shares
|
$35.2 Million
8.73% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,258,776
shares
|
$33.7 Million
0.37% of portfolio
|
Q2 2024
Added 13.66%
|
|
|
Efficient Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
1,258,511
shares
|
$33.7 Million
2.15% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
1,231,864
shares
|
$33 Million
0.06% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,228,362
shares
|
$32.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 28, 2024 Q2 2024 |
1,224,641
shares
|
$32.8 Million
2.19% of portfolio
|
Q2 2024
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
1,223,782
shares
|
$32.8 Million
4.46% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
1,190,452
shares
|
$31.9 Million
17.41% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,122,643
shares
|
$30.1 Million
4.32% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Rs Crum Inc.
|
Aug 08, 2024 Q2 2024 |
1,107,446
shares
|
$29.7 Million
7.96% of portfolio
|
Q2 2024
Reduced 0.04%
|