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 513 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $9.74 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 |
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
86,495
shares
|
$2.84 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
86,001
shares
|
$2.82 Million
2.29% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
84,577
shares
|
$2.78 Million
1.2% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
84,519
shares
|
$2.77 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
84,480
shares
|
$2.77 Million
1.23% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
83,577
shares
|
$2.74 Million
0.0% of portfolio
|
Q2 2025
Added 55.31%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
81,745
shares
|
$2.68 Million
0.47% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
81,687
shares
|
$2.68 Million
0.75% of portfolio
|
Q2 2025
Added 28.09%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
80,850
shares
|
$2.65 Million
1.35% of portfolio
|
Q1 2025
Added 12.01%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
80,297
shares
|
$2.64 Million
0.06% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
79,910
shares
|
$2.62 Million
0.39% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
76,182
shares
|
$2.5 Million
0.01% of portfolio
|
Q2 2025
Added 41.73%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
73,651
shares
|
$2.42 Million
0.84% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Jul 25, 2025 Q2 2025 |
72,357
shares
|
$2.38 Million
1.61% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
71,267
shares
|
$2.34 Million
1.13% of portfolio
|
Q2 2025
Added 30.68%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
70,979
shares
|
$2.33 Million
0.52% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
69,076
shares
|
$2.27 Million
0.92% of portfolio
|
Q2 2025
Added 21.85%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
68,075
shares
|
$2.23 Million
0.17% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
67,657
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
67,642
shares
|
$2.22 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
65,888
shares
|
$2.16 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
65,263
shares
|
$2.14 Million
0.27% of portfolio
|
Q2 2025
Added 21.4%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
64,620
shares
|
$2.12 Million
0.03% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
63,256
shares
|
$2.08 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
63,069
shares
|
$2.07 Million
0.12% of portfolio
|
Q2 2025
Added 155.62%
|