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 366 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1,183,494
shares
|
$30.3 Million
13.01% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
1,131,393
shares
|
$29 Million
7.9% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,122,643
shares
|
$28.7 Million
4.32% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
1,018,676
shares
|
$26.1 Million
1.18% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
1,018,282
shares
|
$26.1 Million
11.54% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
1,017,794
shares
|
$26 Million
12.67% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,017,487
shares
|
$26 Million
0.0% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
992,683
shares
|
$25.4 Million
8.55% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Nov 22, 2024 Q3 2024 |
953,872
shares
|
$24.4 Million
22.27% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
946,216
shares
|
$24.2 Million
12.63% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
901,035
shares
|
$23.1 Million
2.09% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
854,831
shares
|
$21.9 Million
8.55% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
837,732
shares
|
$21.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 22.17%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
813,560
shares
|
$20.8 Million
0.54% of portfolio
|
Q3 2024
Added 3724.2%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
813,187
shares
|
$20.8 Million
9.07% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
812,378
shares
|
$20.8 Million
4.14% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
805,381
shares
|
$20.6 Million
1.78% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
769,676
shares
|
$19.7 Million
6.87% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
768,380
shares
|
$19.7 Million
2.03% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
759,381
shares
|
$19.4 Million
4.61% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
742,869
shares
|
$19 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
738,892
shares
|
$18.9 Million
15.84% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
721,262
shares
|
$18.5 Million
11.94% of portfolio
|
Q2 2024
Added 4.78%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
706,064
shares
|
$18.1 Million
6.64% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
705,223
shares
|
$18 Million
4.44% of portfolio
|
Q3 2024
Added 10.42%
|