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 |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
539,274
shares
|
$13.9 Million
3.73% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
527,504
shares
|
$13.6 Million
7.87% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
501,850
shares
|
$13 Million
3.19% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
497,229
shares
|
$12.9 Million
2.46% of portfolio
|
Q3 2024
Reduced 45.86%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
497,035
shares
|
$12.8 Million
0.51% of portfolio
|
Q3 2024
Reduced 26.08%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
480,303
shares
|
$12.4 Million
0.01% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
449,618
shares
|
$11.6 Million
5.35% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
446,451
shares
|
$11.5 Million
3.8% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
436,570
shares
|
$11.3 Million
0.44% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
432,904
shares
|
$11.2 Million
6.57% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
426,770
shares
|
$11 Million
1.24% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
413,595
shares
|
$10.7 Million
6.46% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
410,891
shares
|
$10.6 Million
3.19% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
404,876
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.51%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
404,782
shares
|
$10.5 Million
3.98% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
390,262
shares
|
$10.1 Million
3.26% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
375,456
shares
|
$9.71 Million
2.45% of portfolio
|
Q3 2024
Added 54.75%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
371,972
shares
|
$9.62 Million
3.18% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
369,930
shares
|
$9.56 Million
1.99% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
368,477
shares
|
$9.53 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
362,494
shares
|
$9.37 Million
4.47% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Dec 17, 2024 Q3 2024 |
357,040
shares
|
$9.23 Million
5.76% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
355,339
shares
|
$9.19 Million
1.71% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
352,635
shares
|
$9.12 Million
3.41% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
351,542
shares
|
$9.09 Million
6.12% of portfolio
|
Q3 2024
Added 56.99%
|