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 |
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
18,584
shares
|
$610,112
0.07% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
17,631
shares
|
$578,825
0.06% of portfolio
|
Q2 2025
Added 26.0%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
17,431
shares
|
$572,259
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
17,326
shares
|
$568,812
0.15% of portfolio
|
Q3 2024
Added 86.88%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
17,315
shares
|
$568,451
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
17,150
shares
|
$563,034
0.03% of portfolio
|
Q1 2025
Added 27.41%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
17,072
shares
|
$560,473
0.0% of portfolio
|
Q2 2025
Added 629.88%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
16,859
shares
|
$553,480
0.14% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
16,800
shares
|
$551,544
0.0% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
16,571
shares
|
$544,025
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
16,508
shares
|
$541,957
0.24% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
16,358
shares
|
$537,033
0.0% of portfolio
|
Q1 2025
Added 44.54%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
16,311
shares
|
$535,490
0.19% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
16,298
shares
|
$535,063
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
16,052
shares
|
$526,987
0.01% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
15,819
shares
|
$519,337
0.23% of portfolio
|
Q2 2025
Reduced 30.13%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
15,651
shares
|
$513,822
0.03% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,421
shares
|
$506,271
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
15,307
shares
|
$502,528
0.04% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
15,153
shares
|
$497,472
0.01% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
14,865
shares
|
$488,017
0.04% of portfolio
|
Q2 2025
Reduced 75.17%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
14,650
shares
|
$480,959
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
14,618
shares
|
$479,908
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
14,378
shares
|
$472,029
0.13% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
14,275
shares
|
$468,648
0.18% of portfolio
|
Q2 2025
Added 39.19%
|