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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
63,546
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
62,989
shares
|
$1.69 Million
0.21% of portfolio
|
Q4 2023
Added 13.61%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
59,954
shares
|
$1.61 Million
0.57% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
59,113
shares
|
$1.58 Million
1.33% of portfolio
|
Q3 2024
Added 49.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
58,165
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
58,091
shares
|
$1.56 Million
0.26% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
55,090
shares
|
$1.48 Million
1.11% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
53,908
shares
|
$1.44 Million
0.32% of portfolio
|
Q3 2024
Reduced 85.26%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 13, 2024 Q2 2024 |
53,367
shares
|
$1.43 Million
0.32% of portfolio
|
Q2 2024
Added 77.77%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
52,774
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2024
Added 18.35%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
52,575
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2024
Added 25.12%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 02, 2024 Q2 2024 |
52,103
shares
|
$1.4 Million
0.37% of portfolio
|
Q2 2024
Added 3.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,395
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
50,905
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2022
Reduced 40.48%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
49,489
shares
|
$1.33 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
49,422
shares
|
$1.32 Million
0.04% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
45,935
shares
|
$1.23 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Aug 13, 2024 Q2 2024 |
45,312
shares
|
$1.21 Million
0.55% of portfolio
|
Q2 2024
Added 411.02%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2024 Q4 2023 |
45,090
shares
|
$1.21 Million
1.05% of portfolio
|
Q4 2023
Added 30.78%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
44,876
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2024
Added 23.53%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
42,729
shares
|
$1.14 Million
0.68% of portfolio
|
Q3 2024
Added 44.74%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
41,021
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
40,899
shares
|
$1.1 Million
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
38,139
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
38,012
shares
|
$1.02 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.73%
|