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 |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
216,487
shares
|
$5.95 Million
4.65% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
206,592
shares
|
$5.68 Million
2.46% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
202,896
shares
|
$5.58 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
197,473
shares
|
$5.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
196,345
shares
|
$5.4 Million
0.19% of portfolio
|
Q3 2023
Reduced 8.81%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
194,632
shares
|
$5.35 Million
2.05% of portfolio
|
Q4 2024
Added 125.05%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
186,820
shares
|
$5.14 Million
2.45% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
184,356
shares
|
$5.07 Million
0.29% of portfolio
|
Q4 2024
Added 34.49%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
183,649
shares
|
$5.05 Million
0.62% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
182,679
shares
|
$5.02 Million
3.2% of portfolio
|
Q4 2024
Added 49.98%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
178,973
shares
|
$4.92 Million
0.13% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
172,997
shares
|
$4.76 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
170,676
shares
|
$4.69 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
170,153
shares
|
$4.68 Million
2.12% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
169,442
shares
|
$4.66 Million
0.01% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
166,669
shares
|
$4.58 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
164,849
shares
|
$4.53 Million
4.26% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
164,071
shares
|
$4.51 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
160,582
shares
|
$4.42 Million
1.38% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
156,304
shares
|
$4.3 Million
3.54% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
154,431
shares
|
$4.25 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
150,000
shares
|
$4.13 Million
0.21% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
146,445
shares
|
$4.03 Million
4.66% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
144,001
shares
|
$3.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
141,356
shares
|
$3.89 Million
0.37% of portfolio
|
Q4 2024
Added 8.56%
|