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 |
|---|---|---|---|---|---|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
653,239
shares
|
$19.7 Million
1.87% of portfolio
|
Q4 2023
Added 6.98%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
653,005
shares
|
$19.7 Million
3.43% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
635,199
shares
|
$19.2 Million
0.0% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
633,109
shares
|
$19.1 Million
4.08% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
632,241
shares
|
$19.1 Million
16.65% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
628,369
shares
|
$19 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
616,779
shares
|
$18.6 Million
2.43% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
606,414
shares
|
$18.3 Million
6.21% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
590,521
shares
|
$17.8 Million
3.52% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
587,080
shares
|
$17.7 Million
8.14% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
561,789
shares
|
$17 Million
3.52% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
539,274
shares
|
$16.3 Million
3.73% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
521,889
shares
|
$15.8 Million
4.24% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
521,463
shares
|
$15.7 Million
5.96% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
510,546
shares
|
$15.4 Million
0.01% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
505,020
shares
|
$15.3 Million
2.78% of portfolio
|
Q1 2025
Reduced 64.94%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
499,425
shares
|
$15.1 Million
5.48% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
499,121
shares
|
$15.1 Million
0.49% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
494,656
shares
|
$14.9 Million
10.24% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
489,550
shares
|
$14.8 Million
4.31% of portfolio
|
Q1 2025
Added 13.13%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
476,033
shares
|
$14.4 Million
9.52% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
463,493
shares
|
$14 Million
0.32% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
462,375
shares
|
$14 Million
8.13% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Apr 28, 2025 Q1 2025 |
458,457
shares
|
$13.8 Million
9.98% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
455,461
shares
|
$13.8 Million
0.5% of portfolio
|
Q1 2025
New holding
|