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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
50,215
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
49,489
shares
|
$1.49 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
47,499
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
47,266
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
46,539
shares
|
$1.41 Million
0.94% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
45,636
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
44,752
shares
|
$1.35 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
41,192
shares
|
$1.24 Million
0.25% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
40,899
shares
|
$1.24 Million
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
40,272
shares
|
$1.22 Million
0.11% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
39,241
shares
|
$1.19 Million
0.75% of portfolio
|
Q4 2024
Added 248.93%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
39,101
shares
|
$1.18 Million
1.98% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
38,759
shares
|
$1.17 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
38,692
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
38,163
shares
|
$1.15 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
37,498
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 334.56%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
37,067
shares
|
$1.12 Million
0.41% of portfolio
|
Q1 2025
Reduced 95.52%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
36,845
shares
|
$1.11 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
36,104
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Reduced 40.27%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
36,000
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 25.36%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
35,615
shares
|
$1.08 Million
0.22% of portfolio
|
Q1 2025
Added 50.07%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
34,761
shares
|
$1.05 Million
1.7% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
34,133
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
33,948
shares
|
$1.03 Million
0.17% of portfolio
|
Q3 2023
Reduced 16.09%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
33,640
shares
|
$1.02 Million
0.48% of portfolio
|
Q1 2025
Added 0.09%
|