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 |
|---|---|---|---|---|---|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
66,480
shares
|
$2.01 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
66,355
shares
|
$2 Million
0.17% of portfolio
|
Q1 2025
Added 97.95%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
66,288
shares
|
$2 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
63,773
shares
|
$1.93 Million
0.57% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
63,745
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
63,256
shares
|
$1.91 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
62,650
shares
|
$1.89 Million
0.15% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
60,971
shares
|
$1.84 Million
0.59% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
60,485
shares
|
$1.83 Million
0.27% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
60,033
shares
|
$1.81 Million
1.13% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
59,864
shares
|
$1.81 Million
0.18% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
59,093
shares
|
$1.78 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
57,783
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
56,689
shares
|
$1.71 Million
0.72% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
54,866
shares
|
$1.66 Million
1.33% of portfolio
|
Q1 2025
Reduced 77.23%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
54,589
shares
|
$1.65 Million
0.32% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
54,534
shares
|
$1.65 Million
0.85% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
53,814
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
53,758
shares
|
$1.62 Million
0.22% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
53,752
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
51,933
shares
|
$1.57 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,395
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
51,182
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
50,987
shares
|
$1.54 Million
0.09% of portfolio
|
Q1 2025
Added 27.51%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
50,905
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2022
Reduced 40.48%
|