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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,771,717
shares
|
$46.5 Million
3.41% of portfolio
|
Q3 2024
Added 20.18%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
1,746,137
shares
|
$45.9 Million
0.55% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,687,423
shares
|
$44.3 Million
0.56% of portfolio
|
Q3 2024
Added 83.28%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,649,828
shares
|
$43.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
1,639,488
shares
|
$43.1 Million
8.64% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
1,637,357
shares
|
$43 Million
1.21% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,637,357
shares
|
$43 Million
1.04% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
1,557,903
shares
|
$40.9 Million
11.6% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,535,303
shares
|
$40.3 Million
3.44% of portfolio
|
Q3 2024
Added 15.82%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
1,496,947
shares
|
$39.3 Million
1.65% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
1,465,187
shares
|
$38.5 Million
6.5% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
1,408,604
shares
|
$37 Million
14.64% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
1,407,573
shares
|
$37 Million
13.27% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
1,380,535
shares
|
$36.3 Million
4.27% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
1,359,354
shares
|
$35.7 Million
5.16% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,355,006
shares
|
$35.6 Million
0.25% of portfolio
|
Q3 2024
Added 43.7%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
1,314,493
shares
|
$34.5 Million
4.79% of portfolio
|
Q3 2024
Added 82.15%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
1,313,110
shares
|
$34.5 Million
8.73% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,297,993
shares
|
$34.1 Million
2.29% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,290,137
shares
|
$33.9 Million
0.07% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,258,776
shares
|
$33.1 Million
0.37% of portfolio
|
Q2 2024
Added 13.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,228,362
shares
|
$32.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
1,223,782
shares
|
$32.1 Million
4.46% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
1,190,452
shares
|
$31.3 Million
17.41% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,184,866
shares
|
$31.1 Million
0.08% of portfolio
|
Q3 2024
Added 9.2%
|