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 |
|---|---|---|---|---|---|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
718,878
shares
|
$24 Million
7.23% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
701,565
shares
|
$23.4 Million
7.74% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
698,863
shares
|
$23.3 Million
5.17% of portfolio
|
Q3 2023
Added 6.82%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
696,745
shares
|
$23.3 Million
4.42% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
696,745
shares
|
$23.3 Million
3.65% of portfolio
|
Q3 2025
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
677,976
shares
|
$22.6 Million
16.1% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
674,889
shares
|
$22.5 Million
0.27% of portfolio
|
Q3 2025
Reduced 25.13%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
671,017
shares
|
$22.4 Million
0.22% of portfolio
|
Q3 2025
Added 63.77%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
657,384
shares
|
$21.9 Million
4.29% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
655,820
shares
|
$21.9 Million
6.92% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
653,239
shares
|
$21.8 Million
1.87% of portfolio
|
Q4 2023
Added 6.98%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
651,747
shares
|
$21.8 Million
4.45% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
639,751
shares
|
$21.4 Million
18.38% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
627,529
shares
|
$20.9 Million
13.44% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
627,173
shares
|
$20.9 Million
0.97% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
609,190
shares
|
$20.3 Million
2.33% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
601,477
shares
|
$20.1 Million
5.16% of portfolio
|
Q3 2025
Added 67.41%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
598,683
shares
|
$20 Million
5.4% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
598,642
shares
|
$20 Million
0.1% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
595,070
shares
|
$19.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
587,467
shares
|
$19.6 Million
10.29% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
584,852
shares
|
$19.5 Million
3.83% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
575,413
shares
|
$19.2 Million
3.68% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
568,889
shares
|
$19 Million
0.03% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
562,653
shares
|
$18.8 Million
6.27% of portfolio
|
Q3 2025
Added 14.65%
|
|