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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
193,980
shares
|
$5.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 15.47%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
193,709
shares
|
$5.19 Million
1.58% of portfolio
|
Q3 2024
Added 784.88%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
192,467
shares
|
$5.15 Million
2.93% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
183,029
shares
|
$4.9 Million
0.66% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
179,634
shares
|
$4.81 Million
2.67% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
177,506
shares
|
$4.75 Million
0.14% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
169,442
shares
|
$4.54 Million
0.01% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
164,500
shares
|
$4.41 Million
0.13% of portfolio
|
Q2 2024
Added 7.54%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
162,228
shares
|
$4.34 Million
0.01% of portfolio
|
Q2 2024
Added 13.61%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
160,000
shares
|
$4.28 Million
0.25% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 23, 2024 Q2 2024 |
158,284
shares
|
$4.24 Million
3.22% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
156,202
shares
|
$4.18 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
150,169
shares
|
$4.02 Million
0.6% of portfolio
|
Q2 2024
Added 252.88%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
147,309
shares
|
$3.94 Million
1.45% of portfolio
|
Q3 2024
Added 17.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,976
shares
|
$3.72 Million
0.01% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
137,980
shares
|
$3.7 Million
0.19% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
135,700
shares
|
$3.63 Million
0.02% of portfolio
|
Q4 2023
Added 2.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
133,185
shares
|
$3.57 Million
0.23% of portfolio
|
Q2 2024
Added 7.77%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
130,051
shares
|
$3.48 Million
0.92% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
127,244
shares
|
$3.41 Million
0.35% of portfolio
|
Q3 2024
Reduced 74.42%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
125,928
shares
|
$3.37 Million
0.54% of portfolio
|
Q1 2024
Added 3.56%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
121,805
shares
|
$3.26 Million
2.39% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
118,635
shares
|
$3.18 Million
0.2% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
118,399
shares
|
$3.17 Million
0.01% of portfolio
|
Q2 2024
Added 9.14%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
117,248
shares
|
$3.14 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.14%
|