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 |
|---|---|---|---|---|---|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
219,428
shares
|
$7.32 Million
3.45% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
217,189
shares
|
$7.25 Million
0.11% of portfolio
|
Q3 2025
Added 236.1%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
212,051
shares
|
$7.08 Million
6.79% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
196,345
shares
|
$6.55 Million
0.19% of portfolio
|
Q3 2023
Reduced 8.81%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
193,954
shares
|
$6.47 Million
4.51% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
188,159
shares
|
$6.28 Million
2.88% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
186,333
shares
|
$6.22 Million
0.12% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
185,876
shares
|
$6.2 Million
3.21% of portfolio
|
Q3 2025
Added 13.73%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
184,465
shares
|
$6.16 Million
1.49% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
180,535
shares
|
$6.03 Million
1.91% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
164,613
shares
|
$5.49 Million
1.49% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
163,723
shares
|
$5.47 Million
2.3% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
162,665
shares
|
$5.43 Million
1.21% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
162,088
shares
|
$5.41 Million
0.11% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
160,402
shares
|
$5.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.9%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
159,622
shares
|
$5.33 Million
1.28% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
155,531
shares
|
$5.19 Million
2.33% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
155,379
shares
|
$5.19 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.32%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
154,718
shares
|
$5.16 Million
0.54% of portfolio
|
Q3 2025
Added 137.07%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
152,812
shares
|
$5.1 Million
2.19% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
152,797
shares
|
$5.1 Million
0.01% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
147,555
shares
|
$4.93 Million
0.2% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
143,502
shares
|
$4.79 Million
2.71% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
140,616
shares
|
$4.69 Million
0.02% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
140,185
shares
|
$4.68 Million
0.61% of portfolio
|
Q3 2025
Added 6.75%
|
|