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 |
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
445,971
shares
|
$12.9 Million
2.34% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
442,926
shares
|
$12.8 Million
8.61% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
436,441
shares
|
$12.6 Million
2.12% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
434,148
shares
|
$12.5 Million
9.54% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
432,978
shares
|
$12.5 Million
4.39% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
419,474
shares
|
$12.1 Million
3.06% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
415,468
shares
|
$12 Million
6.3% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
408,592
shares
|
$11.8 Million
6.07% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
400,614
shares
|
$11.6 Million
0.48% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
398,394
shares
|
$11.5 Million
3.22% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
398,154
shares
|
$11.5 Million
5.84% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
391,860
shares
|
$11.3 Million
3.41% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
391,595
shares
|
$11.3 Million
1.86% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
391,166
shares
|
$11.3 Million
1.13% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
May 01, 2025 Q1 2025 |
388,320
shares
|
$11.2 Million
6.42% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
387,987
shares
|
$11.2 Million
5.72% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
377,546
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Added 26.37%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
375,608
shares
|
$10.8 Million
5.26% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
368,069
shares
|
$10.6 Million
6.64% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
366,945
shares
|
$10.6 Million
6.44% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
361,803
shares
|
$10.4 Million
0.11% of portfolio
|
Q4 2024
Added 226.87%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
361,686
shares
|
$10.4 Million
8.9% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
357,272
shares
|
$10.3 Million
0.27% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
May 06, 2025 Q1 2025 |
347,988
shares
|
$10 Million
4.86% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
342,954
shares
|
$9.9 Million
5.75% of portfolio
|
Q1 2025
Added 0.52%
|