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 527 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $9.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,976
shares
|
$4.64 Million
0.01% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
136,127
shares
|
$4.54 Million
2.38% of portfolio
|
Q4 2025
Added 5.66%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
135,017
shares
|
$4.51 Million
0.54% of portfolio
|
Q4 2025
Reduced 0.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
133,540
shares
|
$4.46 Million
0.27% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
132,200
shares
|
$4.41 Million
0.53% of portfolio
|
Q4 2025
Reduced 4.64%
|
|
|
Sageworth Trust CO Of South Dakota
|
Nov 04, 2025 Q3 2025 |
130,615
shares
|
$4.36 Million
4.3% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
130,297
shares
|
$4.35 Million
0.63% of portfolio
|
Q4 2025
Added 9.08%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
130,000
shares
|
$4.34 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
128,930
shares
|
$4.3 Million
3.57% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
128,430
shares
|
$4.29 Million
0.92% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
120,485
shares
|
$4.02 Million
2.83% of portfolio
|
Q3 2025
Added 25.16%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
118,635
shares
|
$3.96 Million
0.2% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
117,183
shares
|
$3.91 Million
2.32% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
116,710
shares
|
$3.9 Million
1.18% of portfolio
|
Q4 2025
Added 6.91%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
116,321
shares
|
$3.88 Million
0.63% of portfolio
|
Q4 2025
Added 12.31%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
116,083
shares
|
$3.87 Million
0.85% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
114,275
shares
|
$3.81 Million
0.08% of portfolio
|
Q3 2025
Added 42.32%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
113,614
shares
|
$3.79 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
113,436
shares
|
$3.79 Million
1.42% of portfolio
|
Q4 2025
Reduced 5.13%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
112,721
shares
|
$3.76 Million
1.5% of portfolio
|
Q3 2025
Added 18.87%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Jan 15, 2026 Q4 2025 |
108,912
shares
|
$3.64 Million
1.2% of portfolio
|
Q4 2025
Added 37.95%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
107,598
shares
|
$3.59 Million
2.66% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
103,452
shares
|
$3.45 Million
2.55% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
103,378
shares
|
$3.45 Million
2.79% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
103,094
shares
|
$3.44 Million
2.47% of portfolio
|
Q3 2025
Added 3.4%
|
|