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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,085,052
shares
|
$29.1 Million
0.07% of portfolio
|
Q2 2024
Added 27.4%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
1,076,357
shares
|
$28.8 Million
0.06% of portfolio
|
Q2 2024
Added 90.72%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
1,017,794
shares
|
$27.3 Million
12.67% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2024 Q2 2024 |
1,006,420
shares
|
$27 Million
10.06% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
992,683
shares
|
$26.6 Million
8.55% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Jentner Corp
|
Aug 14, 2024 Q2 2024 |
980,489
shares
|
$26.3 Million
11.15% of portfolio
|
Q2 2024
Added 15.1%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
948,290
shares
|
$25.4 Million
1.13% of portfolio
|
Q2 2024
Added 21.19%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
946,216
shares
|
$25.3 Million
12.63% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
942,939
shares
|
$25.3 Million
0.18% of portfolio
|
Q2 2024
Reduced 15.02%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 16, 2024 Q2 2024 |
937,417
shares
|
$25.1 Million
22.03% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
920,657
shares
|
$24.7 Million
0.31% of portfolio
|
Q2 2024
Added 22.65%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 06, 2024 Q2 2024 |
918,331
shares
|
$24.6 Million
2.35% of portfolio
|
Q2 2024
Added 87.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
901,106
shares
|
$24.1 Million
0.0% of portfolio
|
Q2 2024
Added 26.02%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Jul 29, 2024 Q2 2024 |
862,188
shares
|
$23.1 Million
8.48% of portfolio
|
Q2 2024
Added 4.92%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
853,135
shares
|
$22.8 Million
1.92% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 08, 2024 Q2 2024 |
813,308
shares
|
$21.8 Million
9.22% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
812,378
shares
|
$21.8 Million
4.14% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
805,381
shares
|
$21.6 Million
1.78% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Advisory Services & Investments, LLC
|
Aug 06, 2024 Q2 2024 |
784,755
shares
|
$21 Million
15.81% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
769,676
shares
|
$20.6 Million
6.87% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
759,381
shares
|
$20.3 Million
4.61% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
755,155
shares
|
$20.2 Million
2.03% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
742,869
shares
|
$19.9 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
721,262
shares
|
$19.3 Million
11.94% of portfolio
|
Q2 2024
Added 4.78%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
705,223
shares
|
$18.9 Million
4.44% of portfolio
|
Q3 2024
Added 10.42%
|