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 |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
827,793
shares
|
$22.8 Million
0.14% of portfolio
|
Q4 2024
Added 7689.53%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
798,584
shares
|
$22 Million
4.48% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
797,893
shares
|
$21.9 Million
1.38% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
776,571
shares
|
$21.4 Million
0.81% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
759,440
shares
|
$20.9 Million
6.54% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
758,206
shares
|
$20.9 Million
1.43% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
748,771
shares
|
$20.6 Million
8.5% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
743,986
shares
|
$20.5 Million
0.35% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
738,892
shares
|
$20.3 Million
15.84% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
731,405
shares
|
$20.1 Million
3.96% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
721,262
shares
|
$19.8 Million
11.94% of portfolio
|
Q2 2024
Added 4.78%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
712,568
shares
|
$19.6 Million
4.36% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
708,064
shares
|
$19.5 Million
1.14% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
701,762
shares
|
$19.3 Million
1.32% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
698,863
shares
|
$19.2 Million
5.17% of portfolio
|
Q3 2023
Added 6.82%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
696,651
shares
|
$19.2 Million
1.46% of portfolio
|
Q4 2024
Added 17.47%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
694,974
shares
|
$19.1 Million
7.23% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
674,670
shares
|
$18.6 Million
7.21% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
653,239
shares
|
$18 Million
1.87% of portfolio
|
Q4 2023
Added 6.98%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
649,730
shares
|
$17.9 Million
7.68% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
642,120
shares
|
$17.7 Million
12.34% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
625,362
shares
|
$17.2 Million
15.47% of portfolio
|
Q4 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
622,754
shares
|
$17.1 Million
3.62% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
610,873
shares
|
$16.8 Million
0.37% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
605,877
shares
|
$16.7 Million
0.0% of portfolio
|
Q4 2024
Added 4.59%
|