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 |
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
33,527
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
32,134
shares
|
$1.05 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
31,643
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
31,419
shares
|
$1.03 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
31,231
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
31,139
shares
|
$1.02 Million
0.66% of portfolio
|
Q2 2025
Reduced 61.29%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
30,655
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
30,621
shares
|
$1.01 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
30,365
shares
|
$996,882
0.07% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
30,280
shares
|
$994,092
0.0% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
30,021
shares
|
$985,589
0.42% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
29,558
shares
|
$970,389
0.41% of portfolio
|
Q2 2025
Added 47.29%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
29,171
shares
|
$957,683
0.01% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
29,009
shares
|
$952,365
0.32% of portfolio
|
Q4 2024
Added 56.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
28,922
shares
|
$949,509
0.05% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
28,305
shares
|
$929,253
0.52% of portfolio
|
Q2 2025
Added 21.09%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
27,204
shares
|
$893,107
0.46% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
26,977
shares
|
$885,654
0.02% of portfolio
|
Q2 2025
Reduced 30.28%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
26,641
shares
|
$874,624
0.56% of portfolio
|
Q1 2025
Added 92.49%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
26,269
shares
|
$862,411
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
26,101
shares
|
$856,895
0.11% of portfolio
|
Q2 2025
Added 96.88%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
25,382
shares
|
$833,291
0.47% of portfolio
|
Q1 2023
Added 55.36%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
25,198
shares
|
$827,250
0.2% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
24,739
shares
|
$812,181
0.24% of portfolio
|
Q2 2025
Added 109.05%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
24,619
shares
|
$808,241
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|