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 437 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 $63.6 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
|
$56.3 Billion
3.13% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
29,456,729
shares
|
$820 Million
0.25% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
27,409,561
shares
|
$763 Million
1.75% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 13, 2025 Q4 2024 |
15,979,507
shares
|
$445 Million
8.32% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
6,131,146
shares
|
$171 Million
10.37% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
4,915,524
shares
|
$137 Million
15.48% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
4,875,770
shares
|
$136 Million
0.18% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
3,806,450
shares
|
$106 Million
11.77% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
3,504,084
shares
|
$97.6 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
|
$96.2 Million
0.52% of portfolio
|
Q2 2023
Added 22.15%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
3,302,251
shares
|
$91.9 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
3,278,031
shares
|
$91.3 Million
14.53% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,105,142
shares
|
$86.4 Million
15.47% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
2,915,632
shares
|
$81.2 Million
12.62% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
2,802,429
shares
|
$78 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
|
$69.4 Million
2.53% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
2,426,914
shares
|
$67.6 Million
12.82% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,395,290
shares
|
$66.7 Million
0.03% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,211,197
shares
|
$61.6 Million
16.77% of portfolio
|
Q2 2023
Added 7.1%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,209,530
shares
|
$61.5 Million
5.59% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,204,876
shares
|
$61.4 Million
4.65% of portfolio
|
Q4 2024
Added 43.61%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,199,871
shares
|
$61.2 Million
7.62% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
Feb 13, 2025 Q4 2024 |
2,173,073
shares
|
$60.5 Million
58.04% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
2,022,668
shares
|
$56.3 Million
1.43% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
2,003,684
shares
|
$55.8 Million
18.49% of portfolio
|
Q4 2024
Added 3.99%
|