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 |
|---|---|---|---|---|---|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
70,097
shares
|
$2.34 Million
1.54% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
68,830
shares
|
$2.3 Million
0.33% of portfolio
|
Q4 2025
Added 7.11%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
68,560
shares
|
$2.29 Million
0.17% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
68,073
shares
|
$2.27 Million
0.49% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
68,051
shares
|
$2.27 Million
0.15% of portfolio
|
Q3 2025
Added 65.35%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
65,845
shares
|
$2.2 Million
0.28% of portfolio
|
Q3 2025
Added 55.56%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
64,558
shares
|
$2.15 Million
1.28% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
63,256
shares
|
$2.11 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
63,031
shares
|
$2.1 Million
0.06% of portfolio
|
Q3 2025
Added 14.41%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
62,311
shares
|
$2.08 Million
0.1% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
61,687
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
60,625
shares
|
$2.02 Million
1.32% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
60,485
shares
|
$2.02 Million
0.27% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
59,801
shares
|
$2 Million
0.07% of portfolio
|
Q3 2025
Added 17.25%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
59,469
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
59,387
shares
|
$1.98 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
59,316
shares
|
$1.98 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
58,325
shares
|
$1.95 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
58,223
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.92%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
58,014
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Added 36.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
57,783
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
53,083
shares
|
$1.77 Million
0.31% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 15, 2026 Q4 2025 |
52,933
shares
|
$1.77 Million
1.15% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
52,780
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2025
Added 176.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,395
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|