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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
64,021
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
63,863
shares
|
$1.65 Million
0.88% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
63,546
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
62,989
shares
|
$1.63 Million
0.21% of portfolio
|
Q4 2023
Added 13.61%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
60,124
shares
|
$1.55 Million
0.43% of portfolio
|
Q3 2024
Added 15.39%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
60,061
shares
|
$1.55 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
59,954
shares
|
$1.55 Million
0.57% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
59,113
shares
|
$1.53 Million
1.33% of portfolio
|
Q3 2024
Added 49.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
58,271
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
58,091
shares
|
$1.5 Million
0.26% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
56,761
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
55,761
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
55,761
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
55,090
shares
|
$1.42 Million
1.11% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
53,980
shares
|
$1.4 Million
0.34% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
53,908
shares
|
$1.39 Million
0.32% of portfolio
|
Q3 2024
Reduced 85.26%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
53,344
shares
|
$1.38 Million
0.21% of portfolio
|
Q3 2024
Reduced 64.48%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
52,575
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Added 25.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,395
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
50,905
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2022
Reduced 40.48%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
49,489
shares
|
$1.28 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
49,422
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
45,935
shares
|
$1.19 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
45,636
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
45,089
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 0.47%
|