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 |
|---|---|---|---|---|---|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
332,657
shares
|
$9.15 Million
3.77% of portfolio
|
Q4 2024
Added 18.77%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
330,883
shares
|
$9.1 Million
7.64% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
329,673
shares
|
$9.07 Million
4.27% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
323,990
shares
|
$8.91 Million
6.82% of portfolio
|
Q4 2024
New holding
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
309,375
shares
|
$8.51 Million
6.09% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
302,776
shares
|
$8.33 Million
5.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
302,157
shares
|
$8.31 Million
6.13% of portfolio
|
Q4 2024
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
300,184
shares
|
$8.26 Million
5.74% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
298,768
shares
|
$8.22 Million
0.02% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
294,189
shares
|
$8.09 Million
6.42% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
282,041
shares
|
$7.76 Million
4.57% of portfolio
|
Q4 2022
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
279,963
shares
|
$7.7 Million
4.01% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
279,631
shares
|
$7.69 Million
0.92% of portfolio
|
Q4 2024
Added 37.9%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
279,261
shares
|
$7.68 Million
2.27% of portfolio
|
Q4 2024
Added 30.14%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
269,177
shares
|
$7.4 Million
1.81% of portfolio
|
Q4 2024
Added 38.96%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
248,651
shares
|
$6.84 Million
3.75% of portfolio
|
Q4 2024
Added 15.36%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
245,137
shares
|
$6.74 Million
3.25% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
241,366
shares
|
$6.64 Million
0.02% of portfolio
|
Q4 2024
Added 11.3%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
241,002
shares
|
$6.63 Million
4.79% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
237,158
shares
|
$6.52 Million
0.59% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
232,805
shares
|
$6.4 Million
0.0% of portfolio
|
Q4 2024
Added 14.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
230,583
shares
|
$6.34 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
229,065
shares
|
$6.3 Million
0.02% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
225,976
shares
|
$6.21 Million
0.06% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
220,718
shares
|
$6.07 Million
1.91% of portfolio
|
Q4 2024
Reduced 7.17%
|