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 522 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $9.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
31,737,070
shares
|
$1.04 Billion
2.04% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
28,762,442
shares
|
$945 Million
0.27% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
16,549,684
shares
|
$543 Million
8.43% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
6,146,161
shares
|
$202 Million
11.67% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,087,106
shares
|
$167 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,730,371
shares
|
$155 Million
4.12% of portfolio
|
Q2 2025
Reduced 46.65%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
4,707,212
shares
|
$155 Million
16.31% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
4,155,387
shares
|
$136 Million
4.08% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
3,947,017
shares
|
$130 Million
3.03% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
3,845,476
shares
|
$126 Million
11.71% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
3,597,630
shares
|
$118 Million
14.94% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,456,831
shares
|
$114 Million
0.52% of portfolio
|
Q2 2023
Added 22.15%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
3,379,082
shares
|
$111 Million
16.59% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
3,199,602
shares
|
$105 Million
17.31% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
3,009,673
shares
|
$98.8 Million
0.37% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,869,211
shares
|
$94.2 Million
0.03% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,711,685
shares
|
$89.1 Million
6.15% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
2,497,373
shares
|
$82 Million
2.33% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
2,459,314
shares
|
$80.8 Million
1.24% of portfolio
|
Q2 2025
Added 107.82%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
2,453,225
shares
|
$80.6 Million
0.63% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
2,442,369
shares
|
$80.2 Million
13.69% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
2,410,924
shares
|
$79.2 Million
2.85% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,254,127
shares
|
$74 Million
5.2% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
Jul 25, 2025 Q2 2025 |
2,235,570
shares
|
$73.4 Million
56.45% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
2,227,118
shares
|
$73.1 Million
17.3% of portfolio
|
Q2 2025
Added 9.19%
|