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 447 institutions that hold shares in the stock, with a total of 266 Million shares, which have been reported (via 13F filing form) to have a value of $7.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
2,003,684
shares
|
$56.5 Million
18.49% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,991,385
shares
|
$56.2 Million
0.42% of portfolio
|
Q4 2024
Reduced 22.77%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,969,398
shares
|
$55.5 Million
4.07% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,843,645
shares
|
$52 Million
0.58% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,822,674
shares
|
$51.4 Million
1.71% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
1,775,942
shares
|
$50.1 Million
9.31% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
1,766,767
shares
|
$49.8 Million
11.69% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,751,813
shares
|
$49.4 Million
0.97% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
1,741,130
shares
|
$49.1 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,664,854
shares
|
$46.9 Million
0.09% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
1,607,348
shares
|
$45.3 Million
13.94% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
1,554,943
shares
|
$43.8 Million
4.18% of portfolio
|
Q4 2024
Reduced 29.77%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,526,163
shares
|
$43 Million
6.38% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
1,507,382
shares
|
$42.5 Million
4.99% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
1,502,904
shares
|
$42.4 Million
14.05% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
1,464,523
shares
|
$41.3 Million
0.08% of portfolio
|
Q4 2024
Added 74.82%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
1,430,154
shares
|
$40.3 Million
4.05% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,429,801
shares
|
$40.3 Million
2.38% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,364,392
shares
|
$38.5 Million
8.35% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,307,929
shares
|
$36.9 Million
0.08% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
1,302,412
shares
|
$36.7 Million
16.67% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
1,278,509
shares
|
$36.1 Million
10.07% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
1,276,581
shares
|
$36 Million
4.77% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,259,692
shares
|
$35.5 Million
0.05% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,258,776
shares
|
$35.5 Million
0.37% of portfolio
|
Q2 2024
Added 13.66%
|