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 |
|---|---|---|---|---|---|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
250,119
shares
|
$7.55 Million
4.08% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
242,656
shares
|
$7.33 Million
0.66% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
236,333
shares
|
$7.14 Million
0.02% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
235,692
shares
|
$7.12 Million
0.01% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
234,523
shares
|
$7.08 Million
0.0% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
224,179
shares
|
$6.77 Million
2.46% of portfolio
|
Q1 2025
Added 15.18%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
216,804
shares
|
$6.55 Million
4.81% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
216,625
shares
|
$6.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.98%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
216,604
shares
|
$6.54 Million
2.99% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
214,624
shares
|
$6.48 Million
3.66% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
210,925
shares
|
$6.37 Million
0.0% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
196,345
shares
|
$5.93 Million
0.19% of portfolio
|
Q3 2023
Reduced 8.81%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
183,046
shares
|
$5.53 Million
1.64% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
177,995
shares
|
$5.38 Million
0.11% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
176,572
shares
|
$5.33 Million
0.0% of portfolio
|
Q1 2025
Added 173.4%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
176,343
shares
|
$5.33 Million
4.2% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
171,840
shares
|
$5.19 Million
1.52% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
169,828
shares
|
$5.13 Million
2.6% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
162,617
shares
|
$4.91 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
160,478
shares
|
$4.85 Million
2.17% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
156,226
shares
|
$4.72 Million
2.89% of portfolio
|
Q1 2025
Added 31.66%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
156,085
shares
|
$4.71 Million
2.06% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
152,991
shares
|
$4.62 Million
0.6% of portfolio
|
Q1 2025
Reduced 16.69%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
150,496
shares
|
$4.54 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
150,000
shares
|
$4.53 Million
0.26% of portfolio
|
Q4 2024
Reduced 6.25%
|