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 506 institutions that hold shares in the stock, with a total of 295 Million shares, which have been reported (via 13F filing form) to have a value of $9.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
30,896,623
shares
|
$993 Million
2.0% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
28,762,442
shares
|
$924 Million
0.27% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
15,977,601
shares
|
$513 Million
8.62% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
6,146,161
shares
|
$197 Million
11.67% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,087,106
shares
|
$163 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,730,371
shares
|
$152 Million
2.68% of portfolio
|
Q1 2025
Added 89.74%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
4,707,212
shares
|
$151 Million
16.31% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
4,155,387
shares
|
$134 Million
4.08% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
3,842,841
shares
|
$123 Million
11.97% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,646,621
shares
|
$117 Million
3.23% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
3,597,630
shares
|
$116 Million
14.94% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,456,831
shares
|
$111 Million
0.52% of portfolio
|
Q2 2023
Added 22.15%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
3,379,082
shares
|
$109 Million
16.59% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
3,199,602
shares
|
$103 Million
17.31% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
3,009,673
shares
|
$96.7 Million
0.37% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,869,211
shares
|
$92.2 Million
0.03% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,546,499
shares
|
$81.8 Million
6.0% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
2,459,314
shares
|
$79 Million
1.24% of portfolio
|
Q2 2025
Added 107.82%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
2,442,369
shares
|
$78.5 Million
13.69% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
2,410,924
shares
|
$77.5 Million
2.85% of portfolio
|
Q2 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,277,634
shares
|
$73.2 Million
2.33% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
2,263,046
shares
|
$72.7 Million
0.65% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
Jul 25, 2025 Q2 2025 |
2,235,570
shares
|
$71.8 Million
56.45% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
2,227,118
shares
|
$71.6 Million
17.3% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,211,197
shares
|
$71 Million
16.77% of portfolio
|
Q2 2023
Added 7.1%
|