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 |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,431
shares
|
$281,426
0.14% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,366
shares
|
$279,257
0.0% of portfolio
|
Q3 2025
Added 106.57%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
8,283
shares
|
$276,486
0.01% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
8,182
shares
|
$273,115
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
8,052
shares
|
$268,775
0.0% of portfolio
|
Q3 2025
Added 23.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
8,051
shares
|
$268,742
0.0% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
8,036
shares
|
$268,241
0.14% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,980
shares
|
$266,372
0.01% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
7,971
shares
|
$266,071
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
7,958
shares
|
$265,638
0.08% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
7,864
shares
|
$262,500
0.06% of portfolio
|
Q4 2025
Reduced 17.26%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
7,292
shares
|
$243,406
0.11% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
7,201
shares
|
$240,369
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
7,159
shares
|
$238,967
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
7,072
shares
|
$236,063
0.03% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
7,015
shares
|
$234,160
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
6,987
shares
|
$233,226
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6,929
shares
|
$231,290
0.0% of portfolio
|
Q3 2025
Added 16.73%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,861
shares
|
$229,020
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
6,822
shares
|
$227,718
0.12% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
6,730
shares
|
$224,647
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,667
shares
|
$222,544
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
6,649
shares
|
$221,943
0.0% of portfolio
|
Q2 2025
Reduced 34.85%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
6,635
shares
|
$221,476
0.1% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
6,627
shares
|
$221,209
0.01% of portfolio
|
Q4 2025
New holding
|
|