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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
12,436
shares
|
$341,990
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
12,186
shares
|
$335,115
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
11,967
shares
|
$329,092
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
11,963
shares
|
$328,982
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,925
shares
|
$327,937
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
11,713
shares
|
$322,107
0.18% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
11,575
shares
|
$318,312
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
11,362
shares
|
$312,455
0.01% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
11,357
shares
|
$312,317
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
11,317
shares
|
$311,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,116
shares
|
$305,690
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
11,005
shares
|
$302,637
0.19% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
10,844
shares
|
$298,210
0.0% of portfolio
|
Q4 2024
Reduced 83.58%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
10,546
shares
|
$290,015
0.02% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
10,443
shares
|
$287,182
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
10,314
shares
|
$283,635
0.25% of portfolio
|
Q4 2024
Reduced 96.13%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
10,172
shares
|
$279,730
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,034
shares
|
$275,935
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,812
shares
|
$269,830
0.11% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
9,715
shares
|
$267,162
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
9,632
shares
|
$264,880
0.02% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
9,603
shares
|
$264,082
0.09% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
9,430
shares
|
$259,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
9,402
shares
|
$258,555
0.0% of portfolio
|
Q4 2024
Reduced 22.01%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Feb 10, 2025 Q4 2024 |
9,348
shares
|
$257,070
0.13% of portfolio
|
Q4 2024
New holding
|