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 |
|---|---|---|---|---|---|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
99,489
shares
|
$3.32 Million
1.99% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
97,817
shares
|
$3.27 Million
1.24% of portfolio
|
Q3 2025
Added 41.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
95,496
shares
|
$3.19 Million
0.0% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
93,754
shares
|
$3.13 Million
1.47% of portfolio
|
Q4 2025
Added 25.47%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
91,521
shares
|
$3.05 Million
0.02% of portfolio
|
Q3 2025
Added 20.13%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
90,093
shares
|
$3.01 Million
0.57% of portfolio
|
Q4 2025
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
88,515
shares
|
$2.95 Million
1.43% of portfolio
|
Q4 2023
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
88,462
shares
|
$2.95 Million
1.49% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
88,394
shares
|
$2.95 Million
0.24% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
87,520
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
87,194
shares
|
$2.91 Million
0.25% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
86,801
shares
|
$2.9 Million
1.18% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
85,547
shares
|
$2.86 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
85,245
shares
|
$2.85 Million
0.91% of portfolio
|
Q3 2025
Added 15.74%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
84,806
shares
|
$2.83 Million
0.76% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
84,577
shares
|
$2.82 Million
1.2% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
82,002
shares
|
$2.74 Million
1.6% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
80,834
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2025
Added 57.93%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
79,923
shares
|
$2.67 Million
0.38% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
79,379
shares
|
$2.65 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
79,235
shares
|
$2.64 Million
1.1% of portfolio
|
Q4 2025
Reduced 4.91%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
76,622
shares
|
$2.56 Million
0.16% of portfolio
|
Q3 2025
Reduced 60.59%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
76,492
shares
|
$2.55 Million
0.41% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
73,241
shares
|
$2.44 Million
0.15% of portfolio
|
Q3 2025
Added 392.71%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
70,458
shares
|
$2.35 Million
0.86% of portfolio
|
Q3 2025
New holding
|
|