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 |
|---|---|---|---|---|---|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
327,221
shares
|
$10.9 Million
4.75% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
326,151
shares
|
$10.9 Million
6.84% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
321,285
shares
|
$10.7 Million
1.52% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Oct 29, 2025 Q3 2025 |
315,428
shares
|
$10.5 Million
7.06% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
314,668
shares
|
$10.5 Million
0.81% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
314,087
shares
|
$10.5 Million
4.78% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
291,202
shares
|
$9.72 Million
0.46% of portfolio
|
Q3 2025
Added 1236.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
290,705
shares
|
$9.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
286,098
shares
|
$9.55 Million
0.58% of portfolio
|
Q3 2025
Added 58.92%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
285,759
shares
|
$9.54 Million
1.98% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
282,041
shares
|
$9.41 Million
4.57% of portfolio
|
Q4 2022
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
281,500
shares
|
$9.4 Million
0.95% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
280,648
shares
|
$9.37 Million
5.26% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
279,812
shares
|
$9.34 Million
1.44% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
265,688
shares
|
$8.87 Million
0.08% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
259,320
shares
|
$8.66 Million
4.16% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
252,670
shares
|
$8.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 67.21%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
249,823
shares
|
$8.34 Million
3.16% of portfolio
|
Q3 2025
Added 17.8%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
249,078
shares
|
$8.31 Million
4.28% of portfolio
|
Q3 2025
Added 22.88%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
244,408
shares
|
$8.16 Million
5.32% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
234,926
shares
|
$7.84 Million
4.03% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
232,174
shares
|
$7.75 Million
2.96% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
230,051
shares
|
$7.68 Million
0.45% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
227,017
shares
|
$7.58 Million
3.36% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
224,264
shares
|
$7.49 Million
5.03% of portfolio
|
Q2 2025
Added 3.44%
|
|