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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,229,580
shares
|
$33.8 Million
0.2% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
1,203,275
shares
|
$33.1 Million
12.16% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
1,195,050
shares
|
$32.9 Million
11.98% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,177,066
shares
|
$32.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
1,171,700
shares
|
$32.2 Million
3.89% of portfolio
|
Q4 2024
Reduced 13.8%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
1,169,472
shares
|
$32.2 Million
7.89% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
1,151,705
shares
|
$31.7 Million
8.84% of portfolio
|
Q4 2024
Added 16.02%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
1,125,288
shares
|
$30.9 Million
13.17% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,122,643
shares
|
$30.9 Million
4.32% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,096,277
shares
|
$30.1 Million
0.0% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
1,076,109
shares
|
$29.6 Million
10.89% of portfolio
|
Q4 2024
Added 64.26%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
1,057,263
shares
|
$29.1 Million
12.19% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
1,029,820
shares
|
$28.3 Million
1.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jan 23, 2025 Q4 2024 |
1,021,443
shares
|
$28.1 Million
21.59% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
1,004,422
shares
|
$27.6 Million
2.11% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
947,883
shares
|
$26.1 Million
7.51% of portfolio
|
Q4 2024
Added 23.15%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
928,735
shares
|
$25.5 Million
8.34% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
902,227
shares
|
$24.8 Million
13.32% of portfolio
|
Q4 2024
Added 43.93%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
898,067
shares
|
$24.7 Million
2.02% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Feb 10, 2025 Q4 2024 |
863,493
shares
|
$23.7 Million
7.52% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
861,645
shares
|
$23.7 Million
8.86% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
857,587
shares
|
$23.6 Million
3.16% of portfolio
|
Q4 2024
Added 175.74%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
856,218
shares
|
$23.5 Million
1.97% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
849,189
shares
|
$23.4 Million
4.03% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
840,494
shares
|
$23.1 Million
19.27% of portfolio
|
Q4 2024
New holding
|