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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
139,874
shares
|
$3.85 Million
0.19% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,976
shares
|
$3.82 Million
0.01% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
135,700
shares
|
$3.73 Million
0.02% of portfolio
|
Q4 2023
Added 2.8%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
131,229
shares
|
$3.61 Million
0.87% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
125,881
shares
|
$3.46 Million
1.83% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
122,495
shares
|
$3.37 Million
3.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
122,118
shares
|
$3.36 Million
0.11% of portfolio
|
Q4 2024
Added 33.82%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
119,806
shares
|
$3.29 Million
0.13% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
119,709
shares
|
$3.29 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
118,635
shares
|
$3.26 Million
0.2% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
110,936
shares
|
$3.05 Million
0.02% of portfolio
|
Q4 2024
Added 842.93%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jan 28, 2025 Q4 2024 |
109,163
shares
|
$3 Million
3.83% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
108,858
shares
|
$2.99 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
97,674
shares
|
$2.69 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
93,374
shares
|
$2.57 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
93,275
shares
|
$2.57 Million
1.16% of portfolio
|
Q4 2024
Added 46.05%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
91,843
shares
|
$2.53 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
91,839
shares
|
$2.53 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
88,515
shares
|
$2.43 Million
1.43% of portfolio
|
Q4 2023
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
87,521
shares
|
$2.41 Million
1.85% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
85,293
shares
|
$2.35 Million
1.89% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
83,895
shares
|
$2.31 Million
0.45% of portfolio
|
Q4 2024
Added 55.63%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
83,814
shares
|
$2.3 Million
1.1% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
83,298
shares
|
$2.29 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
82,926
shares
|
$2.28 Million
1.1% of portfolio
|
Q4 2024
Added 4.19%
|