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 437 institutions that hold shares in the stock, with a total of 2.28 Billion shares, which have been reported (via 13F filing form) to have a value of $63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
2,720
shares
|
$75,044
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
2,597
shares
|
$71,651
0.05% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,573
shares
|
$70,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,361
shares
|
$65,139
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
2,316
shares
|
$63,898
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,231
shares
|
$61,553
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
2,113
shares
|
$58,297
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
2,000
shares
|
$55,180
0.03% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,985
shares
|
$54,766
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,864
shares
|
$51,427
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,736
shares
|
$47,896
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,580
shares
|
$43,592
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,570
shares
|
$43,316
0.0% of portfolio
|
Q4 2024
Added 24.11%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,320
shares
|
$36,418
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,155
shares
|
$31,866
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1,123
shares
|
$30,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,096
shares
|
$30,238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
1,065
shares
|
$29,383
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
949
shares
|
$26,182
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
817
shares
|
$22,541
0.0% of portfolio
|
Q2 2024
Reduced 88.91%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
777
shares
|
$21,437
0.0% of portfolio
|
Q4 2023
Added 1.7%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
645
shares
|
$17,795
0.0% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
630
shares
|
$17,381
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
443
shares
|
$12,222
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
431
shares
|
$11,891
0.0% of portfolio
|
Q4 2024
Added 75.92%
|