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 |
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
859,197
shares
|
$24.8 Million
9.46% of portfolio
|
Q1 2025
Added 27.35%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
857,003
shares
|
$24.7 Million
5.09% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
822,060
shares
|
$23.7 Million
0.95% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
817,320
shares
|
$23.6 Million
10.41% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
810,118
shares
|
$23.4 Million
7.56% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
808,127
shares
|
$23.3 Million
1.62% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
797,893
shares
|
$23 Million
1.38% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
778,838
shares
|
$22.5 Million
4.52% of portfolio
|
Q1 2025
Added 99.85%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
769,415
shares
|
$22.2 Million
1.35% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
743,986
shares
|
$21.5 Million
0.35% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
741,577
shares
|
$21.4 Million
1.69% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
740,648
shares
|
$21.4 Million
1.55% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
738,892
shares
|
$21.3 Million
15.84% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
734,806
shares
|
$21.2 Million
0.58% of portfolio
|
Q1 2025
Added 513.83%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
723,324
shares
|
$20.9 Million
4.8% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
721,262
shares
|
$20.8 Million
11.94% of portfolio
|
Q2 2024
Added 4.78%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
720,999
shares
|
$20.8 Million
4.91% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
702,440
shares
|
$20.3 Million
17.06% of portfolio
|
Q1 2025
Reduced 16.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
698,863
shares
|
$20.2 Million
5.17% of portfolio
|
Q3 2023
Added 6.82%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
694,974
shares
|
$20.1 Million
7.23% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
681,106
shares
|
$19.7 Million
3.9% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
674,220
shares
|
$19.5 Million
7.81% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
655,651
shares
|
$18.9 Million
13.5% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
653,239
shares
|
$18.9 Million
1.87% of portfolio
|
Q4 2023
Added 6.98%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
653,005
shares
|
$18.9 Million
3.43% of portfolio
|
Q1 2025
Added 8.42%
|