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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
116,777
shares
|
$3.13 Million
0.1% of portfolio
|
Q2 2024
Added 34.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
111,317
shares
|
$2.98 Million
0.04% of portfolio
|
Q2 2024
Reduced 39.13%
|
|
|
Jackson Thornton Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
108,919
shares
|
$2.92 Million
0.44% of portfolio
|
Q2 2024
New holding
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
105,483
shares
|
$2.82 Million
4.02% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
102,392
shares
|
$2.74 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
102,164
shares
|
$2.74 Million
0.04% of portfolio
|
Q2 2024
Added 95.14%
|
|
|
Northwest Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
93,783
shares
|
$2.51 Million
0.65% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
88,515
shares
|
$2.37 Million
1.43% of portfolio
|
Q4 2023
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
86,484
shares
|
$2.32 Million
1.13% of portfolio
|
Q3 2024
Added 100.98%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
85,875
shares
|
$2.3 Million
0.41% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
83,826
shares
|
$2.24 Million
1.25% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
83,652
shares
|
$2.24 Million
1.21% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
79,594
shares
|
$2.13 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
77,908
shares
|
$2.09 Million
1.78% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
77,532
shares
|
$2.08 Million
1.93% of portfolio
|
Q3 2024
Added 30.69%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
76,954
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 13, 2024 Q2 2024 |
75,519
shares
|
$2.02 Million
1.81% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
75,207
shares
|
$2.01 Million
0.08% of portfolio
|
Q2 2024
Added 17.16%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 12, 2024 Q2 2024 |
67,730
shares
|
$1.81 Million
0.43% of portfolio
|
Q1 2024
Added 79.51%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 07, 2024 Q2 2024 |
67,218
shares
|
$1.8 Million
1.33% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
66,196
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 355.02%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
65,329
shares
|
$1.75 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
64,078
shares
|
$1.72 Million
0.33% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
64,021
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
63,863
shares
|
$1.71 Million
0.88% of portfolio
|
Q3 2024
Added 3.0%
|