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 |
|---|---|---|---|---|---|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
602,269
shares
|
$16.6 Million
1.82% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
599,660
shares
|
$16.5 Million
5.93% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
594,308
shares
|
$16.3 Million
2.22% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
590,717
shares
|
$16.2 Million
3.57% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
588,335
shares
|
$16.2 Million
3.34% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
566,361
shares
|
$15.6 Million
7.52% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
539,274
shares
|
$14.8 Million
3.73% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
537,444
shares
|
$14.8 Million
2.95% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
518,575
shares
|
$14.3 Million
5.23% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
503,581
shares
|
$13.8 Million
2.25% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
501,185
shares
|
$13.8 Million
0.01% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
488,717
shares
|
$13.4 Million
5.43% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
482,280
shares
|
$13.3 Million
3.67% of portfolio
|
Q4 2024
Added 29.65%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
478,807
shares
|
$13.2 Million
0.07% of portfolio
|
Q4 2024
Added 29.94%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
470,086
shares
|
$12.9 Million
6.6% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
468,513
shares
|
$12.9 Million
9.27% of portfolio
|
Q4 2024
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
455,959
shares
|
$12.5 Million
8.81% of portfolio
|
Q4 2024
New holding
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
448,383
shares
|
$12.3 Million
3.57% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
447,394
shares
|
$12.3 Million
2.48% of portfolio
|
Q4 2024
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
445,731
shares
|
$12.3 Million
8.82% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
444,221
shares
|
$12.2 Million
0.41% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
441,369
shares
|
$12.1 Million
0.39% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
435,180
shares
|
$12 Million
7.66% of portfolio
|
Q4 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
432,745
shares
|
$11.9 Million
3.94% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
419,474
shares
|
$11.5 Million
3.06% of portfolio
|
Q4 2024
Added 2.09%
|