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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
6,346
shares
|
$211,829
0.02% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
6,200
shares
|
$206,956
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
6,163
shares
|
$205,720
0.03% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
6,145
shares
|
$205,120
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
6,120
shares
|
$204,285
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
6,076
shares
|
$202,816
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
5,846
shares
|
$195,139
0.0% of portfolio
|
Q3 2025
Added 25.29%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
5,653
shares
|
$188,697
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
4,960
shares
|
$165,564
0.12% of portfolio
|
Q2 2025
Added 34.82%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
4,392
shares
|
$146,604
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,318
shares
|
$144,134
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
4,111
shares
|
$137,225
0.05% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
3,979
shares
|
$132,819
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,959
shares
|
$132,151
0.0% of portfolio
|
Q3 2025
Added 253.8%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
3,807
shares
|
$127,077
0.05% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,895
shares
|
$96,635
0.0% of portfolio
|
Q3 2025
Reduced 83.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,770
shares
|
$92,462
0.0% of portfolio
|
Q3 2025
Added 126.12%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,500
shares
|
$83,450
0.04% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,383
shares
|
$79,544
0.0% of portfolio
|
Q3 2025
Added 299.83%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,985
shares
|
$66,259
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,505
shares
|
$50,236
0.01% of portfolio
|
Q3 2025
Reduced 36.82%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 16, 2026 Q4 2025 |
1,234
shares
|
$41,190
0.02% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
1,155
shares
|
$38,553
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,124
shares
|
$37,519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,091
shares
|
$36,417
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|