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 463 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $7.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,260,622
shares
|
$36.4 Million
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,258,776
shares
|
$36.3 Million
0.37% of portfolio
|
Q2 2024
Added 13.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,229,580
shares
|
$35.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
1,203,275
shares
|
$34.7 Million
12.16% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
1,198,690
shares
|
$34.6 Million
2.89% of portfolio
|
Q1 2025
Reduced 22.91%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
1,195,050
shares
|
$34.5 Million
11.98% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,177,066
shares
|
$34 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
1,151,931
shares
|
$33.3 Million
9.08% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,122,643
shares
|
$32.4 Million
4.32% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,096,277
shares
|
$31.6 Million
0.0% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
1,081,724
shares
|
$31.2 Million
8.77% of portfolio
|
Q1 2025
Added 14.12%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
1,071,152
shares
|
$30.9 Million
2.35% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
1,057,263
shares
|
$30.5 Million
12.19% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Apr 22, 2025 Q1 2025 |
1,054,437
shares
|
$30.4 Million
23.49% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
1,029,820
shares
|
$29.7 Million
1.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
1,020,922
shares
|
$29.5 Million
3.95% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
998,355
shares
|
$28.8 Million
3.85% of portfolio
|
Q1 2025
Reduced 14.79%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
956,922
shares
|
$27.6 Million
8.32% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
946,021
shares
|
$27.3 Million
11.68% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
937,941
shares
|
$27.1 Million
13.55% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
920,626
shares
|
$26.6 Million
9.01% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
908,780
shares
|
$26.2 Million
2.01% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
898,067
shares
|
$25.9 Million
2.02% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
866,706
shares
|
$25 Million
4.61% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
861,645
shares
|
$24.9 Million
8.86% of portfolio
|
Q4 2024
Added 5.96%
|