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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
2,064,742
shares
|
$62.4 Million
0.7% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
2,039,608
shares
|
$61.6 Million
19.5% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
2,028,577
shares
|
$61.3 Million
6.67% of portfolio
|
Q1 2025
Added 34.58%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
2,002,590
shares
|
$60.5 Million
1.55% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
1,948,617
shares
|
$58.8 Million
12.96% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,895,937
shares
|
$57.3 Million
0.66% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,822,674
shares
|
$55 Million
1.71% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
1,775,942
shares
|
$53.6 Million
9.31% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
1,741,130
shares
|
$52.6 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,741,130
shares
|
$52.6 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,672,274
shares
|
$50.5 Million
0.09% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
1,607,348
shares
|
$48.5 Million
13.94% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
1,562,523
shares
|
$47.2 Million
15.91% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
1,523,384
shares
|
$46 Million
6.85% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
1,447,420
shares
|
$43.7 Million
9.54% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,445,557
shares
|
$43.7 Million
0.1% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
1,430,154
shares
|
$43.2 Million
4.05% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
1,429,530
shares
|
$43.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,395,395
shares
|
$42.1 Million
2.52% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
1,357,717
shares
|
$41 Million
11.27% of portfolio
|
Q1 2025
Added 26.17%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,315,711
shares
|
$39.7 Million
0.28% of portfolio
|
Q1 2025
Reduced 33.93%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
1,302,412
shares
|
$39.3 Million
16.67% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
1,278,509
shares
|
$38.6 Million
10.07% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
1,276,581
shares
|
$38.6 Million
4.77% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
1,274,641
shares
|
$38.5 Million
17.76% of portfolio
|
Q1 2025
Added 1.88%
|