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 440 institutions that hold shares in the stock, with a total of 2.29 Billion shares, which have been reported (via 13F filing form) to have a value of $65.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
40,899
shares
|
$1.17 Million
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
40,162
shares
|
$1.15 Million
0.11% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
39,987
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
Added 64.14%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
39,241
shares
|
$1.13 Million
0.6% of portfolio
|
Q4 2024
Added 248.93%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
38,498
shares
|
$1.11 Million
0.42% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Feb 07, 2025 Q4 2024 |
38,202
shares
|
$1.1 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
38,137
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
35,511
shares
|
$1.02 Million
1.66% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
34,128
shares
|
$979,814
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
33,948
shares
|
$974,647
0.17% of portfolio
|
Q3 2023
Reduced 16.09%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
33,871
shares
|
$972,436
0.03% of portfolio
|
Q4 2024
Reduced 46.7%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
33,611
shares
|
$964,971
0.43% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
33,597
shares
|
$964,569
0.44% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
33,521
shares
|
$962,387
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
33,334
shares
|
$957,019
0.05% of portfolio
|
Q4 2024
Added 18.84%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
33,310
shares
|
$956,330
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
33,077
shares
|
$949,640
0.07% of portfolio
|
Q4 2024
Added 70.88%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
32,739
shares
|
$939,936
0.06% of portfolio
|
Q4 2024
Added 226.44%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
30,818
shares
|
$884,784
0.39% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
30,690
shares
|
$881,109
0.2% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
28,718
shares
|
$824,493
0.0% of portfolio
|
Q4 2024
Added 116.66%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
27,605
shares
|
$792,539
0.15% of portfolio
|
Q4 2024
Added 93.56%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
27,521
shares
|
$790,127
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
27,001
shares
|
$775,198
0.09% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
26,807
shares
|
$769,628
0.07% of portfolio
|
Q4 2024
Added 90.76%
|