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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
60,080
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
59,093
shares
|
$1.63 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
58,935
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
58,871
shares
|
$1.62 Million
0.19% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
58,687
shares
|
$1.61 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
57,744
shares
|
$1.59 Million
0.48% of portfolio
|
Q4 2024
Added 59.03%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
54,698
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 33.34%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
54,513
shares
|
$1.5 Million
0.31% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
53,844
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
53,646
shares
|
$1.48 Million
0.2% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
53,410
shares
|
$1.47 Million
1.17% of portfolio
|
Q4 2024
Added 1250.78%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
52,244
shares
|
$1.44 Million
0.31% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,395
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
50,906
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 70.09%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
50,905
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2022
Reduced 40.48%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
49,994
shares
|
$1.37 Million
0.54% of portfolio
|
Q4 2024
Added 33.66%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
49,489
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
48,842
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
48,716
shares
|
$1.34 Million
0.7% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
46,937
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
45,935
shares
|
$1.26 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
45,636
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
42,227
shares
|
$1.16 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
40,899
shares
|
$1.12 Million
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
40,162
shares
|
$1.1 Million
0.11% of portfolio
|
Q4 2024
Added 8.29%
|