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 364 institutions that hold shares in the stock, with a total of 234 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 |
|---|---|---|---|---|---|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
350,065
shares
|
$9.05 Million
4.23% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
349,480
shares
|
$9.03 Million
6.59% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
332,715
shares
|
$8.6 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
|
$8.54 Million
8.5% of portfolio
|
Q3 2024
Reduced 23.94%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
328,029
shares
|
$8.48 Million
6.04% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
323,957
shares
|
$8.37 Million
8.58% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
323,282
shares
|
$8.36 Million
4.33% of portfolio
|
Q3 2024
Added 18.74%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
316,105
shares
|
$8.17 Million
0.34% of portfolio
|
Q3 2024
Added 40.45%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
311,014
shares
|
$8.04 Million
2.07% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
310,002
shares
|
$8.01 Million
1.85% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
302,024
shares
|
$7.81 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
|
$7.76 Million
5.74% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
299,811
shares
|
$7.75 Million
6.51% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
282,041
shares
|
$7.29 Million
4.57% of portfolio
|
Q4 2022
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
280,092
shares
|
$7.24 Million
3.44% of portfolio
|
Q3 2024
Added 41.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
267,964
shares
|
$6.93 Million
0.02% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
255,403
shares
|
$6.6 Million
4.17% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
237,767
shares
|
$6.15 Million
2.35% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
235,987
shares
|
$6.1 Million
0.46% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
230,574
shares
|
$5.96 Million
0.01% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
225,257
shares
|
$5.82 Million
5.36% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
216,854
shares
|
$5.61 Million
0.02% of portfolio
|
Q3 2024
Added 46.1%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
215,536
shares
|
$5.57 Million
3.55% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
214,581
shares
|
$5.55 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
|
$5.44 Million
0.22% of portfolio
|
Q3 2024
Added 57.37%
|