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 526 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $9.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
2,208,121
shares
|
$73.7 Million
18.46% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
2,202,540
shares
|
$73.5 Million
2.33% of portfolio
|
Q3 2025
Added 35.95%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
Nov 06, 2025 Q3 2025 |
2,202,155
shares
|
$73.5 Million
56.64% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
2,136,039
shares
|
$71.3 Million
13.82% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
2,123,560
shares
|
$70.9 Million
6.87% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
2,114,605
shares
|
$70.6 Million
1.66% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
2,079,307
shares
|
$69.4 Million
17.29% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
2,038,497
shares
|
$68 Million
8.15% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,964,252
shares
|
$65.6 Million
1.63% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
1,928,952
shares
|
$64.4 Million
0.71% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,922,260
shares
|
$64.2 Million
0.11% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
1,840,676
shares
|
$61.4 Million
4.82% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
1,816,124
shares
|
$60.6 Million
9.21% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
1,726,839
shares
|
$57.6 Million
14.21% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
1,579,027
shares
|
$52.7 Million
15.97% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,553,680
shares
|
$51.9 Million
0.1% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Millburn Ridgefield Corp
|
Oct 30, 2025 Q3 2025 |
1,534,780
shares
|
$51.2 Million
1.2% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
1,534,780
shares
|
$51.2 Million
1.03% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
1,487,702
shares
|
$49.7 Million
7.0% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,424,646
shares
|
$47.6 Million
0.06% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
1,408,396
shares
|
$47 Million
9.71% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,400,170
shares
|
$46.7 Million
2.59% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
1,394,393
shares
|
$46.5 Million
0.26% of portfolio
|
Q3 2025
Added 27.63%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
1,366,821
shares
|
$45.6 Million
6.98% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
1,329,025
shares
|
$44.4 Million
9.8% of portfolio
|
Q3 2025
Added 1.69%
|
|