Institutional Ownership Dimensional ETF Tr Dimensional (DFIC)
Currently, there are no institutions holding Dimensional ETF Tr Dimensional (DFIC). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
121,805
shares
|
$3.2 Million
2.39% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
118,812
shares
|
$3.12 Million
0.17% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
118,635
shares
|
$3.12 Million
0.2% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
114,955
shares
|
$3.02 Million
1.83% of portfolio
|
Q3 2024
Added 49.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
110,688
shares
|
$2.91 Million
0.04% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
110,530
shares
|
$2.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
105,483
shares
|
$2.77 Million
4.02% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
98,334
shares
|
$2.58 Million
0.66% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
95,869
shares
|
$2.52 Million
0.23% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
88,515
shares
|
$2.32 Million
1.43% of portfolio
|
Q4 2023
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
86,484
shares
|
$2.27 Million
1.13% of portfolio
|
Q3 2024
Added 100.98%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
85,875
shares
|
$2.26 Million
0.41% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
83,826
shares
|
$2.2 Million
1.25% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
83,652
shares
|
$2.2 Million
1.21% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
79,594
shares
|
$2.09 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
77,908
shares
|
$2.05 Million
1.78% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
77,532
shares
|
$2.04 Million
1.93% of portfolio
|
Q3 2024
Added 30.69%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
77,223
shares
|
$2.03 Million
1.89% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
76,954
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
75,207
shares
|
$1.97 Million
0.08% of portfolio
|
Q2 2024
Added 17.16%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
69,312
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2024
Added 141.53%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
67,175
shares
|
$1.76 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
66,196
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2024
Added 355.02%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
66,048
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2024
Added 7984.21%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
65,329
shares
|
$1.72 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.08%
|