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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
993,169
shares
|
$33.2 Million
9.19% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Nov 12, 2025 Q3 2025 |
955,303
shares
|
$31.9 Million
8.52% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
949,602
shares
|
$31.7 Million
8.34% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
948,342
shares
|
$31.7 Million
6.82% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
934,450
shares
|
$31.2 Million
2.24% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
912,047
shares
|
$30.4 Million
5.46% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
898,995
shares
|
$30 Million
18.87% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
884,536
shares
|
$29.5 Million
9.2% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
877,262
shares
|
$29.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 17.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
876,069
shares
|
$29.2 Million
0.19% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
861,440
shares
|
$28.8 Million
10.66% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
861,405
shares
|
$28.8 Million
8.86% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
860,030
shares
|
$28.7 Million
3.33% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
850,108
shares
|
$28.4 Million
1.05% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
843,216
shares
|
$28.1 Million
1.14% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
830,955
shares
|
$27.7 Million
4.76% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
825,123
shares
|
$27.5 Million
1.28% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
818,559
shares
|
$27.3 Million
0.0% of portfolio
|
Q3 2025
Added 49.96%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
803,113
shares
|
$26.8 Million
8.45% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
785,209
shares
|
$26.2 Million
1.64% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
777,144
shares
|
$25.9 Million
4.65% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
755,336
shares
|
$25.2 Million
1.79% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
739,834
shares
|
$24.7 Million
0.53% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
738,892
shares
|
$24.7 Million
15.84% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
721,262
shares
|
$24.1 Million
11.94% of portfolio
|
Q2 2024
Added 4.78%
|
|