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 |
|---|---|---|---|---|---|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
13,774
shares
|
$429,886
0.29% of portfolio
|
Q1 2025
Added 50.39%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
13,753
shares
|
$429,231
0.0% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
13,561
shares
|
$423,238
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
13,257
shares
|
$413,750
0.06% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
13,008
shares
|
$405,979
0.14% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
12,895
shares
|
$402,452
0.2% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,487
shares
|
$389,719
0.01% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
12,462
shares
|
$388,939
0.01% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
12,145
shares
|
$379,045
0.24% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
11,999
shares
|
$374,488
0.38% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
11,834
shares
|
$369,339
0.11% of portfolio
|
Q1 2025
Added 28.83%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
11,495
shares
|
$358,758
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,116
shares
|
$346,930
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,003
shares
|
$343,403
0.32% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
10,728
shares
|
$334,820
0.27% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
10,697
shares
|
$333,853
0.1% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
10,546
shares
|
$329,140
0.02% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
10,443
shares
|
$325,926
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
10,424
shares
|
$325,333
0.15% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
10,393
shares
|
$324,365
0.02% of portfolio
|
Q1 2025
Reduced 46.44%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
10,286
shares
|
$321,026
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
10,256
shares
|
$320,089
0.13% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
10,205
shares
|
$318,498
0.0% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
9,659
shares
|
$301,457
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
9,592
shares
|
$299,366
0.05% of portfolio
|
Q1 2025
Reduced 1.27%
|