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 490 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $9.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
15,000
shares
|
$469,650
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
14,869
shares
|
$465,548
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
14,650
shares
|
$458,691
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
14,618
shares
|
$457,689
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
14,422
shares
|
$451,552
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
14,378
shares
|
$450,175
0.13% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
13,993
shares
|
$438,120
0.05% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
13,774
shares
|
$431,263
0.29% of portfolio
|
Q1 2025
Added 50.39%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
13,753
shares
|
$430,606
0.0% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
13,561
shares
|
$424,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
13,504
shares
|
$422,810
0.4% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
13,257
shares
|
$415,076
0.06% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
13,008
shares
|
$407,280
0.14% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
12,895
shares
|
$403,742
0.2% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,487
shares
|
$390,967
0.01% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
12,462
shares
|
$390,185
0.01% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
11,999
shares
|
$375,688
0.38% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
11,834
shares
|
$370,522
0.11% of portfolio
|
Q1 2025
Added 28.83%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
11,630
shares
|
$364,135
0.23% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
11,419
shares
|
$357,528
0.12% of portfolio
|
Q2 2025
Reduced 21.13%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
11,400
shares
|
$356,934
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
11,374
shares
|
$356,119
0.29% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
11,218
shares
|
$351,235
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,116
shares
|
$348,041
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,003
shares
|
$344,503
0.32% of portfolio
|
Q1 2025
Reduced 45.52%
|