Dimensional ETF Tr Dimensional DFIC
Institutional shares held
2.29 Billion
5.9K
calls
0
puts
Total value of holdings
$64.1B
$165K
calls
$0
puts
# of Institutions
444
We take great care to ensure that the data presented and summarized in this overview for DIMENSIONAL ETF TR DIMENSIONAL is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding DFIC
View all-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio
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Rw Investment Management LLC Eagle, ID4.92MShares$138 Million15.48% of portfolio
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High Tower Advisors, LLC Chicago, IL4.88MShares$137 Million0.18% of portfolio
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Summit Financial Strategies, Inc.3.81MShares$107 Million11.77% of portfolio
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Jmg Financial Group, Ltd.3.5MShares$98.2 Million3.2% of portfolio
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Pathstone Family Office, LLC Englewood, NJ3.46MShares$96.9 Million0.52% of portfolio