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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,991,385
shares
|
$54.8 Million
0.42% of portfolio
|
Q4 2024
Reduced 22.77%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,969,398
shares
|
$54.2 Million
4.07% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,963,877
shares
|
$54 Million
0.52% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,843,645
shares
|
$50.7 Million
0.58% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,770,828
shares
|
$48.7 Million
8.48% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
1,766,767
shares
|
$48.6 Million
11.69% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,751,813
shares
|
$48.2 Million
0.97% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Millburn Ridgefield Corp
|
Feb 04, 2025 Q4 2024 |
1,751,813
shares
|
$48.2 Million
1.13% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
1,696,149
shares
|
$46.6 Million
1.32% of portfolio
|
Q4 2024
Added 13.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,664,854
shares
|
$45.8 Million
0.09% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
1,554,943
shares
|
$42.8 Million
4.18% of portfolio
|
Q4 2024
Reduced 29.77%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,526,163
shares
|
$42 Million
6.38% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
1,514,325
shares
|
$41.6 Million
12.84% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
1,507,382
shares
|
$41.5 Million
4.99% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
1,502,904
shares
|
$41.3 Million
14.05% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
1,464,523
shares
|
$40.3 Million
0.08% of portfolio
|
Q4 2024
Added 74.82%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,429,801
shares
|
$39.3 Million
2.38% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
1,375,069
shares
|
$37.8 Million
3.83% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,364,392
shares
|
$37.5 Million
8.35% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,307,929
shares
|
$36 Million
0.08% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Feb 13, 2025 Q4 2024 |
1,285,591
shares
|
$35.4 Million
15.55% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,259,692
shares
|
$34.6 Million
0.05% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,258,776
shares
|
$34.6 Million
0.37% of portfolio
|
Q2 2024
Added 13.66%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
1,251,082
shares
|
$34.4 Million
17.12% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
1,242,757
shares
|
$34.2 Million
4.15% of portfolio
|
Q4 2024
Added 1.55%
|