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 |
|---|---|---|---|---|---|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
148,845
shares
|
$4.5 Million
3.18% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
145,088
shares
|
$4.38 Million
5.14% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
142,241
shares
|
$4.3 Million
0.97% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
140,312
shares
|
$4.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,976
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
137,255
shares
|
$4.15 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
137,152
shares
|
$4.14 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
135,700
shares
|
$4.1 Million
0.02% of portfolio
|
Q4 2023
Added 2.8%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
134,021
shares
|
$4.05 Million
2.64% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
134,012
shares
|
$4.05 Million
2.36% of portfolio
|
Q1 2025
Added 116.9%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
133,479
shares
|
$4.03 Million
0.04% of portfolio
|
Q1 2025
Added 74.41%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
132,124
shares
|
$3.99 Million
0.36% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
130,694
shares
|
$3.95 Million
2.58% of portfolio
|
Q1 2025
New holding
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
128,930
shares
|
$3.89 Million
3.57% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
118,926
shares
|
$3.59 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
118,635
shares
|
$3.58 Million
0.2% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
115,297
shares
|
$3.48 Million
4.12% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
110,007
shares
|
$3.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
108,468
shares
|
$3.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
108,370
shares
|
$3.27 Million
2.73% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
108,195
shares
|
$3.27 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
105,934
shares
|
$3.2 Million
0.57% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
105,015
shares
|
$3.17 Million
0.46% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
104,522
shares
|
$3.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
102,849
shares
|
$3.11 Million
0.58% of portfolio
|
Q1 2025
Added 5.3%
|