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 506 institutions that hold shares in the stock, with a total of 295 Million shares, which have been reported (via 13F filing form) to have a value of $9.37 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 |
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,209,530
shares
|
$71 Million
5.59% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,191,454
shares
|
$70.4 Million
1.47% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
2,129,335
shares
|
$68.4 Million
1.69% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,117,644
shares
|
$68 Million
4.87% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
2,108,700
shares
|
$67.8 Million
18.37% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
2,081,593
shares
|
$66.9 Million
6.94% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
2,072,975
shares
|
$66.6 Million
3.82% of portfolio
|
Q2 2025
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
2,047,490
shares
|
$65.8 Million
8.29% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
1,995,029
shares
|
$64.1 Million
13.72% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,912,479
shares
|
$61.4 Million
0.71% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
1,909,093
shares
|
$61.3 Million
5.22% of portfolio
|
Q2 2025
Added 33.49%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,906,091
shares
|
$61.2 Million
0.11% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
1,883,911
shares
|
$60.5 Million
1.67% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,768,436
shares
|
$56.8 Million
9.7% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
1,664,622
shares
|
$53.5 Million
14.39% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Millburn Ridgefield Corp
|
Jul 29, 2025 Q2 2025 |
1,639,165
shares
|
$52.7 Million
1.23% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
1,639,165
shares
|
$52.7 Million
1.04% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,620,101
shares
|
$52.1 Million
1.77% of portfolio
|
Q2 2025
Added 255.71%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
1,536,792
shares
|
$49.4 Million
16.15% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,507,495
shares
|
$48.4 Million
7.13% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,445,557
shares
|
$46.4 Million
0.1% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
1,429,530
shares
|
$45.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,402,459
shares
|
$45.1 Million
9.7% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,369,628
shares
|
$44 Million
0.06% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
1,351,411
shares
|
$43.4 Million
2.5% of portfolio
|
Q2 2025
Reduced 3.15%
|