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 |
---|---|---|---|---|---|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
698,784
shares
|
$19.2 Million
0.46% of portfolio
|
Q2 2024
Added 1.44%
|
|
Evanson Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
690,653
shares
|
$19 Million
1.43% of portfolio
|
Q2 2024
Added 6.37%
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 09, 2024 Q2 2024 |
676,667
shares
|
$18.6 Million
6.23% of portfolio
|
Q2 2024
Added 60.57%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
673,015
shares
|
$18.5 Million
1.37% of portfolio
|
Q2 2024
Added 14.02%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
672,411
shares
|
$18.5 Million
0.8% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
670,410
shares
|
$18.5 Million
0.5% of portfolio
|
Q2 2024
Added 51.13%
|
|
En Rich Financial Partners LLC
Madison, WI |
Aug 13, 2024 Q2 2024 |
667,681
shares
|
$18.4 Million
6.44% of portfolio
|
Q2 2024
Added 5.57%
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
653,239
shares
|
$18 Million
1.87% of portfolio
|
Q4 2023
Added 6.98%
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
639,906
shares
|
$17.6 Million
8.85% of portfolio
|
Q2 2024
Added 12.41%
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Aug 01, 2024 Q2 2024 |
638,701
shares
|
$17.6 Million
4.18% of portfolio
|
Q2 2024
Added 12.62%
|
|
Sageworth Trust CO
|
Jul 16, 2024 Q2 2024 |
625,252
shares
|
$17.2 Million
1.04% of portfolio
|
Q2 2024
Added 0.44%
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 17, 2024 Q2 2024 |
621,732
shares
|
$17.1 Million
12.66% of portfolio
|
Q2 2024
Added 0.99%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
595,078
shares
|
$16.4 Million
6.78% of portfolio
|
Q2 2024
Added 7.03%
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Aug 05, 2024 Q2 2024 |
591,362
shares
|
$16.3 Million
3.84% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Lutz Financial Services LLC
|
Jul 29, 2024 Q2 2024 |
572,762
shares
|
$15.8 Million
1.31% of portfolio
|
Q2 2024
Added 4.39%
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
571,472
shares
|
$15.7 Million
1.78% of portfolio
|
Q2 2024
Added 0.03%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
565,477
shares
|
$15.6 Million
0.0% of portfolio
|
Q2 2024
Added 61.09%
|
|
Studio Investment Management LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
561,609
shares
|
$15.5 Million
3.41% of portfolio
|
Q2 2024
Added 4.49%
|
|
Greenspring Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
561,068
shares
|
$15.5 Million
3.66% of portfolio
|
Q2 2024
Added 5.5%
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 06, 2024 Q2 2024 |
547,931
shares
|
$15.1 Million
2.32% of portfolio
|
Q2 2024
Added 3.49%
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 31, 2024 Q2 2024 |
540,804
shares
|
$14.9 Million
7.66% of portfolio
|
Q2 2024
Added 7.91%
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
539,467
shares
|
$14.9 Million
6.17% of portfolio
|
Q2 2024
Added 1.75%
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Aug 01, 2024 Q2 2024 |
537,059
shares
|
$14.8 Million
10.42% of portfolio
|
Q2 2024
Added 16.81%
|
|
Waypoint Capital Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
526,595
shares
|
$14.5 Million
3.56% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 31, 2024 Q2 2024 |
518,385
shares
|
$14.3 Million
5.9% of portfolio
|
Q2 2024
Added 8.0%
|