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 438 institutions that hold shares in the stock, with a total of 2.28 Billion shares, which have been reported (via 13F filing form) to have a value of $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
80,809
shares
|
$2.22 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
79,910
shares
|
$2.2 Million
0.36% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
76,533
shares
|
$2.1 Million
0.02% of portfolio
|
Q4 2024
Added 34.83%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
75,043
shares
|
$2.06 Million
0.05% of portfolio
|
Q4 2024
Added 384.15%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
74,653
shares
|
$2.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
73,895
shares
|
$2.03 Million
1.66% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
73,182
shares
|
$2.01 Million
0.2% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
72,748
shares
|
$2 Million
1.49% of portfolio
|
Q4 2024
Added 23.07%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
70,687
shares
|
$1.94 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
69,397
shares
|
$1.91 Million
0.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
68,571
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
67,146
shares
|
$1.85 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
66,480
shares
|
$1.83 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
64,583
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
64,201
shares
|
$1.77 Million
1.56% of portfolio
|
Q4 2024
Added 232.54%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
63,834
shares
|
$1.76 Million
0.07% of portfolio
|
Q4 2024
Added 29.16%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
63,541
shares
|
$1.75 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
63,256
shares
|
$1.74 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
62,311
shares
|
$1.71 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
61,958
shares
|
$1.7 Million
0.4% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
61,785
shares
|
$1.7 Million
1.09% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
61,249
shares
|
$1.68 Million
0.7% of portfolio
|
Q4 2024
Added 56.5%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
60,971
shares
|
$1.68 Million
0.53% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
60,485
shares
|
$1.66 Million
0.27% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
60,444
shares
|
$1.66 Million
0.1% of portfolio
|
Q4 2024
Added 8.4%
|