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 |
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
282,041
shares
|
$9.06 Million
4.57% of portfolio
|
Q4 2022
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
277,566
shares
|
$8.92 Million
1.99% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
267,684
shares
|
$8.6 Million
5.05% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
265,688
shares
|
$8.54 Million
0.08% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
265,688
shares
|
$8.54 Million
0.08% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
259,320
shares
|
$8.33 Million
4.16% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
245,322
shares
|
$7.88 Million
4.23% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
242,656
shares
|
$7.8 Million
0.66% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
236,333
shares
|
$7.59 Million
0.02% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
235,692
shares
|
$7.57 Million
0.01% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
234,523
shares
|
$7.54 Million
0.0% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
224,939
shares
|
$7.23 Million
2.92% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
224,264
shares
|
$7.21 Million
5.03% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
221,431
shares
|
$7.11 Million
3.35% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
216,700
shares
|
$6.96 Million
7.05% of portfolio
|
Q2 2025
Added 49.36%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
216,625
shares
|
$6.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.98%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
212,068
shares
|
$6.81 Million
2.91% of portfolio
|
Q2 2025
Added 115.32%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
211,385
shares
|
$6.79 Million
0.42% of portfolio
|
Q2 2025
Added 194.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
210,925
shares
|
$6.78 Million
0.0% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
204,239
shares
|
$6.56 Million
2.39% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
202,707
shares
|
$6.51 Million
3.76% of portfolio
|
Q2 2025
Added 51.25%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
196,345
shares
|
$6.31 Million
0.19% of portfolio
|
Q3 2023
Reduced 8.81%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
194,428
shares
|
$6.25 Million
0.27% of portfolio
|
Q2 2025
Added 79.7%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
188,850
shares
|
$6.07 Million
4.5% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
185,715
shares
|
$5.97 Million
0.12% of portfolio
|
Q2 2025
Added 4.34%
|