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 |
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
14,052
shares
|
$461,327
0.11% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
13,774
shares
|
$452,200
0.29% of portfolio
|
Q1 2025
Added 50.39%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
13,561
shares
|
$445,207
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
13,504
shares
|
$443,336
0.4% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
13,346
shares
|
$438,149
0.15% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
12,933
shares
|
$424,590
0.01% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
12,439
shares
|
$408,372
0.01% of portfolio
|
Q2 2025
Added 687.28%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
12,332
shares
|
$404,859
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
12,163
shares
|
$399,311
0.34% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
12,047
shares
|
$395,503
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
11,630
shares
|
$381,812
0.23% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
11,533
shares
|
$378,628
0.11% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
11,419
shares
|
$374,885
0.12% of portfolio
|
Q2 2025
Reduced 21.13%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
11,400
shares
|
$374,262
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
11,374
shares
|
$373,408
0.29% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
11,218
shares
|
$368,286
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
11,192
shares
|
$367,433
0.01% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,116
shares
|
$364,938
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,003
shares
|
$361,228
0.32% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
10,857
shares
|
$356,435
0.28% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,758
shares
|
$353,185
0.0% of portfolio
|
Q2 2025
Added 54.19%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
10,534
shares
|
$345,831
0.32% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
10,448
shares
|
$343,007
0.02% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
10,424
shares
|
$342,219
0.15% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
10,393
shares
|
$341,202
0.02% of portfolio
|
Q1 2025
Reduced 46.44%
|