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 526 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $9.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
34,897,862
shares
|
$1.16 Billion
1.95% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
16,549,684
shares
|
$552 Million
8.43% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
6,155,946
shares
|
$205 Million
11.71% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,099,084
shares
|
$170 Million
0.2% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,791,239
shares
|
$160 Million
0.05% of portfolio
|
Q3 2025
Reduced 83.34%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
4,344,885
shares
|
$145 Million
14.68% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
4,290,310
shares
|
$143 Million
4.18% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
3,947,017
shares
|
$132 Million
3.03% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
3,845,476
shares
|
$128 Million
11.71% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
3,543,809
shares
|
$118 Million
14.33% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,456,831
shares
|
$115 Million
0.52% of portfolio
|
Q2 2023
Added 22.15%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
3,410,893
shares
|
$114 Million
16.01% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,239,940
shares
|
$108 Million
16.99% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,057,961
shares
|
$102 Million
0.03% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
2,879,047
shares
|
$96.1 Million
0.37% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,711,685
shares
|
$90.5 Million
6.15% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
2,660,699
shares
|
$88.8 Million
4.23% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
2,553,719
shares
|
$85.2 Million
2.25% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
2,533,186
shares
|
$84.6 Million
13.58% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
2,497,373
shares
|
$83.4 Million
2.33% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
2,453,225
shares
|
$81.9 Million
0.63% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,383,895
shares
|
$79.6 Million
0.69% of portfolio
|
Q3 2025
Added 1983.95%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
2,377,033
shares
|
$79.3 Million
5.36% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,211,197
shares
|
$73.8 Million
16.77% of portfolio
|
Q2 2023
Added 7.1%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,209,530
shares
|
$73.8 Million
5.59% of portfolio
|
Q4 2023
Added 3.1%
|
|