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 |
|---|---|---|---|---|---|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
12,895
shares
|
$389,429
0.2% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,487
shares
|
$377,107
0.01% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
12,462
shares
|
$376,352
0.01% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
12,145
shares
|
$366,779
0.24% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
11,999
shares
|
$362,369
0.38% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
11,834
shares
|
$357,386
0.11% of portfolio
|
Q1 2025
Added 28.83%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
11,495
shares
|
$347,149
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,116
shares
|
$335,703
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,003
shares
|
$332,290
0.32% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
10,728
shares
|
$323,985
0.27% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
10,697
shares
|
$323,049
0.1% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
10,546
shares
|
$318,489
0.02% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
10,443
shares
|
$315,378
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
10,425
shares
|
$314,835
0.15% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
10,393
shares
|
$313,868
0.02% of portfolio
|
Q1 2025
Reduced 46.44%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
10,256
shares
|
$309,731
0.13% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
10,205
shares
|
$308,191
0.0% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
9,659
shares
|
$291,701
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
9,603
shares
|
$290,010
0.09% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
9,592
shares
|
$289,678
0.05% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
9,557
shares
|
$288,621
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,474
shares
|
$286,114
0.11% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,442
shares
|
$285,148
0.01% of portfolio
|
Q4 2024
Reduced 18.43%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
9,348
shares
|
$282,309
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
9,281
shares
|
$280,286
0.07% of portfolio
|
Q1 2025
Added 2.56%
|