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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
205,760
shares
|
$5.4 Million
0.06% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
204,058
shares
|
$5.36 Million
0.0% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
202,779
shares
|
$5.32 Million
0.76% of portfolio
|
Q3 2024
Added 86.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
201,431
shares
|
$5.29 Million
0.02% of portfolio
|
Q3 2024
Added 70.13%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
196,345
shares
|
$5.16 Million
0.19% of portfolio
|
Q3 2023
Reduced 8.81%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
193,709
shares
|
$5.09 Million
1.58% of portfolio
|
Q3 2024
Added 784.88%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
192,467
shares
|
$5.05 Million
2.93% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
183,029
shares
|
$4.81 Million
0.66% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
179,634
shares
|
$4.72 Million
2.67% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
178,973
shares
|
$4.7 Million
0.13% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
173,306
shares
|
$4.55 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
170,916
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
169,442
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
164,013
shares
|
$4.31 Million
2.43% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
160,000
shares
|
$4.2 Million
0.23% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
156,202
shares
|
$4.1 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
147,309
shares
|
$3.87 Million
1.45% of portfolio
|
Q3 2024
Added 17.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,976
shares
|
$3.65 Million
0.01% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
137,980
shares
|
$3.62 Million
0.19% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
137,076
shares
|
$3.6 Million
0.26% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
135,700
shares
|
$3.56 Million
0.01% of portfolio
|
Q4 2023
Added 2.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
130,213
shares
|
$3.42 Million
0.45% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
130,051
shares
|
$3.42 Million
0.92% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
128,476
shares
|
$3.37 Million
0.11% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
127,244
shares
|
$3.34 Million
0.35% of portfolio
|
Q3 2024
Reduced 74.42%
|