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 |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
4,435
shares
|
$133,937
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
4,062
shares
|
$122,672
0.05% of portfolio
|
Q1 2025
Added 92.24%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,978
shares
|
$120,135
0.0% of portfolio
|
Q1 2025
Reduced 63.32%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
3,811
shares
|
$115,092
0.05% of portfolio
|
Q4 2023
Added 291.27%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
3,679
shares
|
$111,105
0.07% of portfolio
|
Q1 2025
Added 33.44%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,668
shares
|
$110,773
0.0% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,543
shares
|
$106,998
0.0% of portfolio
|
Q1 2025
Added 24.4%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
3,283
shares
|
$99,146
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
2,720
shares
|
$82,144
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,500
shares
|
$75,500
0.04% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,382
shares
|
$71,936
0.01% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
2,361
shares
|
$71,302
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,341
shares
|
$70,698
0.0% of portfolio
|
Q1 2025
Added 443.16%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,339
shares
|
$70,637
0.0% of portfolio
|
Q1 2025
Added 25.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,231
shares
|
$67,376
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,023
shares
|
$61,094
0.0% of portfolio
|
Q1 2025
Added 28.85%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
2,000
shares
|
$60,400
0.04% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,985
shares
|
$59,947
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,580
shares
|
$47,716
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
1,204
shares
|
$36,360
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,155
shares
|
$34,881
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,073
shares
|
$32,404
0.0% of portfolio
|
Q1 2025
Reduced 18.71%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
849
shares
|
$25,639
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
817
shares
|
$24,673
0.0% of portfolio
|
Q2 2024
Reduced 88.91%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
781
shares
|
$23,586
0.01% of portfolio
|
Q1 2025
Added 0.51%
|