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 |
|---|---|---|---|---|---|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
20,418
shares
|
$681,552
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Disciplined Equity Management, Inc.
|
Jan 14, 2026 Q4 2025 |
20,280
shares
|
$676,946
0.37% of portfolio
|
Q4 2025
Added 8.62%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
19,969
shares
|
$666,565
0.09% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
19,848
shares
|
$662,526
0.42% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
19,583
shares
|
$653,680
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
19,070
shares
|
$636,556
0.05% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
18,584
shares
|
$620,333
0.07% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
18,544
shares
|
$618,998
0.01% of portfolio
|
Q3 2025
Added 50.37%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
17,631
shares
|
$588,522
0.06% of portfolio
|
Q2 2025
Added 26.0%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
17,326
shares
|
$578,341
0.14% of portfolio
|
Q3 2024
Added 86.88%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
17,144
shares
|
$572,266
0.04% of portfolio
|
Q4 2025
Reduced 11.99%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
17,091
shares
|
$570,497
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
17,080
shares
|
$570,130
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
16,929
shares
|
$565,090
0.16% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
16,864
shares
|
$562,920
0.15% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
16,456
shares
|
$549,301
0.01% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
16,390
shares
|
$547,098
0.03% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
16,358
shares
|
$546,030
0.0% of portfolio
|
Q1 2025
Added 44.54%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
16,304
shares
|
$544,227
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
16,298
shares
|
$544,027
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jan 15, 2026 Q4 2025 |
16,055
shares
|
$535,915
0.37% of portfolio
|
Q3 2025
Added 47.88%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
16,052
shares
|
$535,815
0.01% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
16,050
shares
|
$535,749
0.01% of portfolio
|
Q4 2025
Added 8.21%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
15,651
shares
|
$522,430
0.03% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
15,611
shares
|
$521,095
0.28% of portfolio
|
Q4 2025
Added 2.4%
|
|