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 |
|---|---|---|---|---|---|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
409,573
shares
|
$11.3 Million
8.71% of portfolio
|
Q4 2024
Added 26.43%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
408,719
shares
|
$11.2 Million
3.67% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
407,910
shares
|
$11.2 Million
5.61% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
407,283
shares
|
$11.2 Million
1.98% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
403,229
shares
|
$11.1 Million
2.29% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
402,058
shares
|
$11.1 Million
1.06% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
398,409
shares
|
$11 Million
8.56% of portfolio
|
Q4 2024
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
397,798
shares
|
$10.9 Million
2.95% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
389,716
shares
|
$10.7 Million
2.05% of portfolio
|
Q4 2024
Added 25.71%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
386,101
shares
|
$10.6 Million
5.54% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
383,834
shares
|
$10.6 Million
3.13% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
372,355
shares
|
$10.2 Million
4.14% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Feb 12, 2025 Q4 2024 |
371,148
shares
|
$10.2 Million
6.67% of portfolio
|
Q4 2024
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
369,643
shares
|
$10.2 Million
5.94% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
366,658
shares
|
$10.1 Million
6.38% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
361,803
shares
|
$9.95 Million
0.11% of portfolio
|
Q4 2024
Added 226.87%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
355,339
shares
|
$9.77 Million
1.64% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
353,646
shares
|
$9.73 Million
8.35% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
351,833
shares
|
$9.68 Million
4.9% of portfolio
|
Q4 2024
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
349,422
shares
|
$9.61 Million
5.14% of portfolio
|
Q4 2024
Added 15.69%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
341,429
shares
|
$9.39 Million
0.32% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
341,170
shares
|
$9.38 Million
5.62% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
338,391
shares
|
$9.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.42%
|
|
|
Scratch Capital LLC
Boise, ID |
Feb 06, 2025 Q4 2024 |
337,469
shares
|
$9.28 Million
10.65% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
332,715
shares
|
$9.15 Million
2.91% of portfolio
|
Q3 2023
Added 53.0%
|