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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
35,076
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
35,071
shares
|
$1.17 Million
0.51% of portfolio
|
Q4 2025
Added 4.03%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
34,739
shares
|
$1.16 Million
1.77% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
34,493
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Added 113.34%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
34,471
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
34,243
shares
|
$1.14 Million
0.25% of portfolio
|
Q3 2025
Added 43.56%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
33,948
shares
|
$1.13 Million
0.16% of portfolio
|
Q3 2023
Reduced 16.09%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
33,837
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2025
Added 17.34%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
33,559
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
32,863
shares
|
$1.1 Million
0.64% of portfolio
|
Q3 2025
Added 23.35%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
32,450
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
32,072
shares
|
$1.07 Million
0.3% of portfolio
|
Q3 2025
Added 29.64%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
31,942
shares
|
$1.07 Million
0.47% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
31,392
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2025
Added 16.37%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
30,763
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
30,621
shares
|
$1.02 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
30,248
shares
|
$1.01 Million
0.28% of portfolio
|
Q3 2025
Added 274.5%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
29,675
shares
|
$990,551
0.13% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
29,558
shares
|
$986,646
0.41% of portfolio
|
Q2 2025
Added 47.29%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
29,261
shares
|
$976,732
0.02% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
29,248
shares
|
$976,298
0.4% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
29,171
shares
|
$973,727
0.01% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
28,369
shares
|
$946,957
0.23% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
26,452
shares
|
$882,967
0.29% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
26,156
shares
|
$873,087
0.1% of portfolio
|
Q3 2025
Added 0.21%
|
|