Dimensional ETF Tr Dimensional DFIC
Institutional shares held
235 Million
0
calls
0
puts
Total value of holdings
$6.12B
$0
calls
$0
puts
# of Institutions
368
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-
Envestnet Asset Management Inc27MShares$702 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$669 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$410 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio
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High Tower Advisors, LLC Chicago, IL4.62MShares$120 Million0.19% of portfolio
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Summit Financial Strategies, Inc.3.63MShares$94.3 Million12.43% of portfolio
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Pathstone Holdings, LLC Englewood, NJ3.56MShares$92.6 Million0.45% of portfolio
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Pathstone Family Office, LLC Englewood, NJ3.46MShares$89.9 Million0.52% of portfolio
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Cannon Financial Strategists, Inc. Athens, GA3.13MShares$81.4 Million15.39% of portfolio