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 389 institutions that hold shares in the stock, with a total of 2.26 Billion shares, which have been reported (via 13F filing form) to have a value of $60.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
2,022,479,247
shares
|
$54.2 Billion
3.13% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
26,999,706
shares
|
$723 Million
0.25% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
25,735,428
shares
|
$689 Million
1.59% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
15,774,309
shares
|
$423 Million
8.47% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
5,900,619
shares
|
$158 Million
10.81% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
4,915,524
shares
|
$132 Million
15.48% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,616,085
shares
|
$124 Million
0.19% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
3,806,450
shares
|
$102 Million
11.77% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
3,559,006
shares
|
$95.3 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
3,504,084
shares
|
$93.9 Million
3.2% of portfolio
|
Q4 2024
Added 22.38%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,456,831
shares
|
$92.6 Million
0.52% of portfolio
|
Q2 2023
Added 22.15%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
3,278,031
shares
|
$87.8 Million
14.53% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,105,142
shares
|
$83.2 Million
15.47% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,919,854
shares
|
$78.2 Million
13.36% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
2,802,429
shares
|
$75.1 Million
2.85% of portfolio
|
Q4 2024
Added 49.29%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,493,128
shares
|
$66.8 Million
2.53% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
Oct 30, 2024 Q3 2024 |
2,398,666
shares
|
$64.3 Million
58.31% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
2,283,287
shares
|
$61.2 Million
13.32% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,211,197
shares
|
$59.2 Million
16.77% of portfolio
|
Q2 2023
Added 7.1%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,209,530
shares
|
$59.2 Million
5.59% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,072,173
shares
|
$55.5 Million
0.03% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,055,170
shares
|
$55.1 Million
7.52% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,991,385
shares
|
$53.3 Million
0.42% of portfolio
|
Q4 2024
Reduced 22.77%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
1,973,863
shares
|
$52.9 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,969,398
shares
|
$52.8 Million
4.07% of portfolio
|
Q4 2024
Added 11.16%
|