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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
698,863
shares
|
$18.4 Million
5.17% of portfolio
|
Q3 2023
Added 6.82%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
689,863
shares
|
$18.1 Million
9.33% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
686,545
shares
|
$18 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
684,550
shares
|
$18 Million
0.44% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
677,706
shares
|
$17.8 Million
1.42% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
659,187
shares
|
$17.3 Million
1.12% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
657,753
shares
|
$17.3 Million
1.37% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
655,115
shares
|
$17.2 Million
10.44% of portfolio
|
Q3 2024
New holding
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
653,239
shares
|
$17.2 Million
1.87% of portfolio
|
Q4 2023
Added 6.98%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
626,844
shares
|
$16.5 Million
10.51% of portfolio
|
Q3 2024
Added 16.72%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
624,807
shares
|
$16.4 Million
12.79% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
622,239
shares
|
$16.3 Million
4.11% of portfolio
|
Q3 2024
Added 101.17%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
612,524
shares
|
$16.1 Million
8.58% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
608,854
shares
|
$16 Million
3.86% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
605,386
shares
|
$15.9 Million
6.73% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
593,052
shares
|
$15.6 Million
1.36% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
589,142
shares
|
$15.5 Million
3.83% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
587,337
shares
|
$15.4 Million
3.58% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
583,667
shares
|
$15.3 Million
1.81% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
579,285
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
578,536
shares
|
$15.2 Million
7.68% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
573,724
shares
|
$15.1 Million
2.4% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
559,644
shares
|
$14.7 Million
1.34% of portfolio
|
Q3 2024
Added 256.53%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
541,238
shares
|
$14.2 Million
6.15% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
539,467
shares
|
$14.2 Million
6.17% of portfolio
|
Q2 2024
Added 1.75%
|