Institutional shares held 279 Million
6.6K calls
3.9K puts
Total value of holdings $8.04B
$190K calls
$112K puts
# of Institutions 469


Latest Institutional Activity in DFIC

Top Purchases

Q1 2025
Mercer Global Advisors Inc Shares Held: 30.9M ($933M)
Q1 2025
Kestra Investment Management, LLC Shares Held: 4.73M ($143M)
Q1 2025
Aspen Capital Management, LLC Shares Held: 2.13M ($64.3M)
Q1 2025
Ep Wealth Advisors, LLC Shares Held: 861K ($26M)
Q1 2025
New Dimensions Wealth Management, LLC Shares Held: 667K ($20.1M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 27.5M ($832M)
Q1 2025
Liberty Wealth Management LLC Shares Held: 505K ($15.3M)
Q1 2025
Essential Planning, Llc. Shares Held: 37.1K ($1.12M)
Q1 2025
Savant Capital, LLC Shares Held: 1.32M ($39.7M)
Q1 2025
Bridgewater Advisors Inc. Shares Held: 1.2M ($36.2M)

About DFIC

Track Institutional and Insider Activities on DFIC

Follow DIMENSIONAL ETF TR DIMENSIONAL and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFIC shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr Dimensional insider buys or sells DFIC shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR DIMENSIONAL

Track Activities on DFIC