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 469 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $8.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
97,497
shares
|
$2.94 Million
1.32% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
96,108
shares
|
$2.9 Million
2.17% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
92,423
shares
|
$2.79 Million
2.31% of portfolio
|
Q1 2025
Added 25.07%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
90,391
shares
|
$2.73 Million
2.04% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
May 01, 2025 Q1 2025 |
89,450
shares
|
$2.7 Million
1.23% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
88,515
shares
|
$2.67 Million
1.43% of portfolio
|
Q4 2023
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
87,870
shares
|
$2.65 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
87,768
shares
|
$2.65 Million
1.24% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
87,024
shares
|
$2.63 Million
2.19% of portfolio
|
Q1 2025
Added 48.28%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
85,675
shares
|
$2.59 Million
0.08% of portfolio
|
Q1 2025
Added 34.22%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
84,577
shares
|
$2.55 Million
1.2% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
81,735
shares
|
$2.47 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
80,850
shares
|
$2.44 Million
1.32% of portfolio
|
Q1 2025
Added 12.01%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
80,594
shares
|
$2.43 Million
0.46% of portfolio
|
Q1 2025
Added 191.95%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
80,452
shares
|
$2.43 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
80,283
shares
|
$2.42 Million
1.92% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
79,910
shares
|
$2.41 Million
0.37% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
76,969
shares
|
$2.32 Million
1.7% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
74,774
shares
|
$2.26 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
73,182
shares
|
$2.21 Million
0.2% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
71,893
shares
|
$2.17 Million
0.14% of portfolio
|
Q1 2025
Added 119.59%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
70,302
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
67,840
shares
|
$2.05 Million
0.46% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
67,642
shares
|
$2.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
66,788
shares
|
$2.02 Million
0.77% of portfolio
|
Q1 2025
Added 9.04%
|