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 296 Million shares, which have been reported (via 13F filing form) to have a value of $9.5 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 |
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
490,932
shares
|
$15.8 Million
9.69% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
490,761
shares
|
$15.8 Million
5.78% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
489,550
shares
|
$15.7 Million
4.31% of portfolio
|
Q1 2025
Added 13.13%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
475,895
shares
|
$15.3 Million
10.55% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
474,657
shares
|
$15.3 Million
2.42% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
472,518
shares
|
$15.2 Million
2.3% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
460,415
shares
|
$14.8 Million
3.97% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
459,313
shares
|
$14.8 Million
5.28% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
452,767
shares
|
$14.5 Million
7.42% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
447,313
shares
|
$14.4 Million
2.44% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
445,634
shares
|
$14.3 Million
8.79% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
444,928
shares
|
$14.3 Million
6.43% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
442,552
shares
|
$14.2 Million
6.31% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
431,223
shares
|
$13.9 Million
2.81% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
428,949
shares
|
$13.8 Million
4.17% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
424,859
shares
|
$13.7 Million
6.62% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
422,947
shares
|
$13.6 Million
6.42% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
420,528
shares
|
$13.5 Million
1.21% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
409,720
shares
|
$13.2 Million
0.14% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
399,976
shares
|
$12.9 Million
10.12% of portfolio
|
Q2 2025
Added 18.99%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
395,146
shares
|
$12.7 Million
9.83% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
394,043
shares
|
$12.7 Million
3.46% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
391,459
shares
|
$12.6 Million
0.28% of portfolio
|
Q2 2025
Reduced 15.54%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
390,037
shares
|
$12.5 Million
8.31% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
389,663
shares
|
$12.5 Million
0.62% of portfolio
|
Q2 2025
Added 12.63%
|