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 $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
11,765
shares
|
$304,125
0.0% of portfolio
|
Q3 2024
Added 52.55%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
11,575
shares
|
$299,213
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
11,559
shares
|
$298,800
0.21% of portfolio
|
Q3 2024
Reduced 74.49%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
11,246
shares
|
$290,709
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,116
shares
|
$287,348
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
10,937
shares
|
$282,721
0.16% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
10,781
shares
|
$278,688
0.02% of portfolio
|
Q3 2024
Added 23.06%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
10,627
shares
|
$274,707
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
10,589
shares
|
$273,725
0.21% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
10,546
shares
|
$272,614
0.02% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
10,524
shares
|
$272,045
0.34% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
10,465
shares
|
$270,520
0.2% of portfolio
|
Q3 2024
Added 34.6%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,401
shares
|
$268,865
0.02% of portfolio
|
Q3 2024
Added 22.02%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
10,314
shares
|
$266,616
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
10,029
shares
|
$259,249
0.02% of portfolio
|
Q1 2024
Reduced 13.02%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9,769
shares
|
$252,528
0.14% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
9,712
shares
|
$251,055
0.06% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
9,591
shares
|
$247,927
0.1% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,577
shares
|
$247,565
0.02% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
9,115
shares
|
$235,622
0.09% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
9,053
shares
|
$234,020
0.0% of portfolio
|
Q3 2024
Reduced 9.94%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
8,750
shares
|
$226,187
0.06% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
8,513
shares
|
$220,061
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,431
shares
|
$217,941
0.14% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
8,427
shares
|
$217,837
0.03% of portfolio
|
Q3 2024
Reduced 39.57%
|