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 478 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $8.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
70,302
shares
|
$2.19 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
|
$2.12 Million
0.46% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
67,642
shares
|
$2.11 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
|
$2.08 Million
0.77% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
66,480
shares
|
$2.07 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
66,355
shares
|
$2.07 Million
0.17% of portfolio
|
Q1 2025
Added 97.95%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
66,288
shares
|
$2.07 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
63,773
shares
|
$1.99 Million
0.57% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
63,745
shares
|
$1.99 Million
0.03% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
63,256
shares
|
$1.97 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
62,650
shares
|
$1.96 Million
0.15% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
60,971
shares
|
$1.9 Million
0.59% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
60,485
shares
|
$1.89 Million
0.27% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
60,033
shares
|
$1.87 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
|
$1.87 Million
0.18% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
59,387
shares
|
$1.85 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
57,783
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
56,689
shares
|
$1.77 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
|
$1.71 Million
1.33% of portfolio
|
Q1 2025
Reduced 77.23%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
54,589
shares
|
$1.7 Million
0.32% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
53,814
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
53,758
shares
|
$1.68 Million
0.22% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
53,752
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
51,933
shares
|
$1.62 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,395
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
New holding
|