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 |
|---|---|---|---|---|---|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
25,382
shares
|
$666,531
0.47% of portfolio
|
Q1 2023
Added 55.36%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
25,047
shares
|
$657,734
0.43% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
24,721
shares
|
$649,173
0.22% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
24,619
shares
|
$646,494
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
24,367
shares
|
$639,877
0.4% of portfolio
|
Q1 2023
Added 60.92%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
24,361
shares
|
$639,719
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
24,000
shares
|
$630,240
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
23,805
shares
|
$625,119
0.16% of portfolio
|
Q3 2024
Added 24.2%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
22,962
shares
|
$602,982
0.22% of portfolio
|
Q4 2022
Added 121.79%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
22,809
shares
|
$598,964
0.22% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
22,548
shares
|
$592,110
0.05% of portfolio
|
Q3 2024
Reduced 31.15%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
21,890
shares
|
$574,831
0.51% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
21,857
shares
|
$573,964
0.2% of portfolio
|
Q3 2024
Added 39.56%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
21,181
shares
|
$556,213
0.4% of portfolio
|
Q4 2022
Reduced 24.35%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
20,750
shares
|
$544,895
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
19,845
shares
|
$521,129
0.24% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
19,833
shares
|
$520,814
0.19% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
19,797
shares
|
$519,869
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
19,357
shares
|
$508,314
0.05% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
19,306
shares
|
$506,975
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
19,294
shares
|
$506,660
0.4% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
18,584
shares
|
$488,015
0.07% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
18,460
shares
|
$484,759
0.33% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,489
shares
|
$459,261
0.19% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
17,326
shares
|
$454,980
0.15% of portfolio
|
Q3 2024
Added 86.88%
|