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 |
|---|---|---|---|---|---|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
23,375
shares
|
$705,925
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
23,154
shares
|
$699,250
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
22,962
shares
|
$693,452
0.21% of portfolio
|
Q4 2022
Added 121.79%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
22,809
shares
|
$688,831
0.19% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
22,640
shares
|
$683,728
0.31% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
21,556
shares
|
$650,991
0.02% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
21,369
shares
|
$645,343
0.18% of portfolio
|
Q1 2025
Added 110.08%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
21,305
shares
|
$643,411
0.3% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
21,181
shares
|
$639,666
0.4% of portfolio
|
Q4 2022
Reduced 24.35%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
21,172
shares
|
$639,394
0.36% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
21,147
shares
|
$638,639
0.04% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
20,995
shares
|
$634,049
0.2% of portfolio
|
Q1 2025
Reduced 14.82%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
20,826
shares
|
$628,945
0.01% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
20,750
shares
|
$626,650
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
20,068
shares
|
$606,053
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
19,798
shares
|
$597,899
0.44% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
19,202
shares
|
$579,900
0.01% of portfolio
|
Q1 2025
Added 41.82%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
19,153
shares
|
$578,420
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
19,129
shares
|
$577,695
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
18,699
shares
|
$564,709
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
18,610
shares
|
$562,022
0.37% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
18,584
shares
|
$561,236
0.07% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
17,326
shares
|
$523,245
0.14% of portfolio
|
Q3 2024
Added 86.88%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
17,324
shares
|
$523,184
0.15% of portfolio
|
Q4 2024
Reduced 20.74%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
17,150
shares
|
$517,930
0.03% of portfolio
|
Q1 2025
Added 27.41%
|