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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,543
shares
|
$110,931
0.0% of portfolio
|
Q1 2025
Added 24.4%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
3,283
shares
|
$102,790
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,500
shares
|
$78,275
0.04% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,382
shares
|
$74,580
0.01% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,361
shares
|
$73,922
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,341
shares
|
$73,296
0.0% of portfolio
|
Q1 2025
Added 443.16%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,339
shares
|
$73,234
0.0% of portfolio
|
Q1 2025
Added 25.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,231
shares
|
$69,852
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,023
shares
|
$63,340
0.0% of portfolio
|
Q1 2025
Added 28.85%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$62,620
0.04% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,985
shares
|
$62,150
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,580
shares
|
$49,469
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
1,220
shares
|
$38,198
0.02% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,155
shares
|
$36,163
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,088
shares
|
$34,065
0.0% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
873
shares
|
$27,333
0.01% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
868
shares
|
$27,177
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
817
shares
|
$25,580
0.0% of portfolio
|
Q2 2024
Reduced 88.91%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
781
shares
|
$24,453
0.01% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
778
shares
|
$24,359
0.0% of portfolio
|
Q2 2025
Reduced 71.4%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
733
shares
|
$22,950
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
656
shares
|
$20,539
0.0% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
630
shares
|
$19,725
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
470
shares
|
$14,715
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
460
shares
|
$14,402
0.01% of portfolio
|
Q1 2025
Reduced 82.29%
|