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 364 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $6.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
26,999,706
shares
|
$709 Million
0.25% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
25,735,428
shares
|
$676 Million
1.59% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
15,774,309
shares
|
$414 Million
8.47% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
5,900,619
shares
|
$155 Million
10.81% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
4,861,886
shares
|
$128 Million
17.02% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,616,085
shares
|
$121 Million
0.19% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
3,626,158
shares
|
$95.2 Million
12.43% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
3,559,006
shares
|
$93.5 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,456,831
shares
|
$90.8 Million
0.52% of portfolio
|
Q2 2023
Added 22.15%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
3,129,453
shares
|
$82.2 Million
15.39% of portfolio
|
Q3 2024
Added 19.63%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,919,854
shares
|
$76.7 Million
13.36% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
2,882,949
shares
|
$75.7 Million
16.16% of portfolio
|
Q3 2024
Added 186.46%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,863,333
shares
|
$75.2 Million
2.85% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,644,018
shares
|
$69.4 Million
3.2% of portfolio
|
Q3 2024
Added 115.9%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
2,578,537
shares
|
$67.7 Million
0.62% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
Oct 30, 2024 Q3 2024 |
2,398,666
shares
|
$63 Million
58.31% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
2,283,287
shares
|
$60 Million
13.32% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
2,214,111
shares
|
$58.1 Million
6.5% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,211,197
shares
|
$58.1 Million
16.77% of portfolio
|
Q2 2023
Added 7.1%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,209,530
shares
|
$58 Million
5.59% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,072,173
shares
|
$54.4 Million
0.03% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,055,170
shares
|
$54 Million
7.52% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
1,973,863
shares
|
$51.8 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
1,926,725
shares
|
$50.6 Million
19.54% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
1,877,234
shares
|
$49.3 Million
2.19% of portfolio
|
Q3 2024
Added 7.8%
|