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 |
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
43,261
shares
|
$1.42 Million
0.04% of portfolio
|
Q2 2025
Reduced 60.67%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
42,935
shares
|
$1.41 Million
2.17% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
42,593
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 18.31%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
42,365
shares
|
$1.39 Million
0.26% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
42,327
shares
|
$1.39 Million
0.27% of portfolio
|
Q2 2025
Added 98.08%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
41,753
shares
|
$1.37 Million
0.24% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
41,516
shares
|
$1.36 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
41,155
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2025
Added 326.08%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
40,899
shares
|
$1.34 Million
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
40,572
shares
|
$1.33 Million
0.97% of portfolio
|
Q2 2025
Added 22.12%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
39,502
shares
|
$1.3 Million
0.45% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
38,914
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Added 212.26%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
38,856
shares
|
$1.28 Million
0.25% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
38,372
shares
|
$1.26 Million
0.75% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
38,046
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
37,866
shares
|
$1.24 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
36,387
shares
|
$1.19 Million
0.51% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
36,040
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
34,888
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 98.41%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 13, 2025 Q2 2025 |
34,761
shares
|
$1.14 Million
1.8% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
34,553
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
34,493
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 113.34%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
33,948
shares
|
$1.11 Million
0.17% of portfolio
|
Q3 2023
Reduced 16.09%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
33,732
shares
|
$1.11 Million
0.84% of portfolio
|
Q2 2025
Reduced 38.52%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
33,607
shares
|
$1.1 Million
0.4% of portfolio
|
Q2 2025
Added 93.99%
|