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 |
|---|---|---|---|---|---|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
9,557
shares
|
$298,273
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,474
shares
|
$295,683
0.11% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,442
shares
|
$294,684
0.01% of portfolio
|
Q4 2024
Reduced 18.43%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
9,348
shares
|
$291,751
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
9,281
shares
|
$289,660
0.07% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
9,245
shares
|
$288,536
0.02% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
9,243
shares
|
$288,474
0.09% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
9,128
shares
|
$284,884
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,053
shares
|
$282,544
0.0% of portfolio
|
Q3 2024
Reduced 9.94%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
8,981
shares
|
$280,297
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Citrine Capital LLC
San Francisco, CA |
Apr 22, 2025 Q1 2025 |
8,902
shares
|
$277,831
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
8,513
shares
|
$265,690
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,431
shares
|
$263,131
0.14% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
8,182
shares
|
$255,360
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8,116
shares
|
$253,300
0.06% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
8,077
shares
|
$252,083
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
7,971
shares
|
$248,774
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
7,687
shares
|
$239,911
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
7,552
shares
|
$235,697
0.13% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
7,524
shares
|
$234,824
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
7,489
shares
|
$233,731
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
7,462
shares
|
$232,889
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,354
shares
|
$229,518
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
7,120
shares
|
$222,215
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
6,977
shares
|
$217,752
0.0% of portfolio
|
Q1 2025
Reduced 17.96%
|