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 |
|---|---|---|---|---|---|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
332,715
shares
|
$8.91 Million
2.91% of portfolio
|
Q3 2023
Added 53.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
330,558
shares
|
$8.85 Million
8.5% of portfolio
|
Q3 2024
Reduced 23.94%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 25, 2024 Q2 2024 |
327,623
shares
|
$8.77 Million
6.09% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
323,282
shares
|
$8.66 Million
4.33% of portfolio
|
Q3 2024
Added 18.74%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
311,014
shares
|
$8.33 Million
2.07% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
310,002
shares
|
$8.3 Million
1.85% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
302,024
shares
|
$8.09 Million
5.85% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
300,184
shares
|
$8.04 Million
5.74% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Aug 09, 2024 Q2 2024 |
297,105
shares
|
$7.96 Million
8.33% of portfolio
|
Q2 2024
New holding
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 01, 2024 Q2 2024 |
284,457
shares
|
$7.62 Million
5.55% of portfolio
|
Q2 2024
Added 7.55%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
282,041
shares
|
$7.55 Million
4.57% of portfolio
|
Q4 2022
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
280,092
shares
|
$7.5 Million
3.44% of portfolio
|
Q3 2024
Added 41.82%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
255,403
shares
|
$6.84 Million
4.17% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
251,267
shares
|
$6.73 Million
0.02% of portfolio
|
Q2 2024
Added 827.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
227,092
shares
|
$6.08 Million
0.01% of portfolio
|
Q2 2024
Added 4.65%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 13, 2024 Q2 2024 |
226,850
shares
|
$6.08 Million
2.27% of portfolio
|
Q1 2024
Added 6.0%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
225,058
shares
|
$6.03 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
222,053
shares
|
$5.95 Million
0.44% of portfolio
|
Q2 2024
Added 1.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
216,854
shares
|
$5.81 Million
0.02% of portfolio
|
Q3 2024
Added 46.1%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Aug 08, 2024 Q2 2024 |
214,777
shares
|
$5.75 Million
3.44% of portfolio
|
Q2 2024
Reduced 17.5%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
214,581
shares
|
$5.75 Million
1.9% of portfolio
|
Q3 2024
Added 38.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
210,492
shares
|
$5.64 Million
0.22% of portfolio
|
Q3 2024
Added 57.37%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Aug 14, 2024 Q2 2024 |
209,988
shares
|
$5.62 Million
5.16% of portfolio
|
Q2 2024
Added 15.08%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
203,782
shares
|
$5.46 Million
0.06% of portfolio
|
Q2 2024
Added 9.83%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
196,345
shares
|
$5.26 Million
0.19% of portfolio
|
Q3 2023
Reduced 8.81%
|