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 513 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $9.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
124,187
shares
|
$4.08 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
123,966
shares
|
$4.07 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
121,293
shares
|
$3.98 Million
2.3% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
121,045
shares
|
$3.97 Million
4.36% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
118,635
shares
|
$3.89 Million
0.2% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jul 30, 2025 Q2 2025 |
115,726
shares
|
$3.8 Million
2.14% of portfolio
|
Q2 2025
Added 148.66%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
115,517
shares
|
$3.79 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
115,208
shares
|
$3.78 Million
0.86% of portfolio
|
Q2 2025
Reduced 19.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
114,393
shares
|
$3.76 Million
0.04% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
108,720
shares
|
$3.57 Million
0.83% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
107,608
shares
|
$3.53 Million
2.76% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
103,284
shares
|
$3.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
101,560
shares
|
$3.33 Million
0.57% of portfolio
|
Q2 2025
Added 26.01%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
101,176
shares
|
$3.32 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
99,700
shares
|
$3.27 Million
2.22% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
96,767
shares
|
$3.18 Million
2.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
96,418
shares
|
$3.17 Million
2.31% of portfolio
|
Q2 2025
Added 20.1%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Jul 28, 2025 Q2 2025 |
96,267
shares
|
$3.16 Million
2.34% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
94,831
shares
|
$3.11 Million
1.3% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
93,818
shares
|
$3.08 Million
0.09% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
90,522
shares
|
$2.97 Million
1.25% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
88,515
shares
|
$2.91 Million
1.43% of portfolio
|
Q4 2023
New holding
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
87,679
shares
|
$2.88 Million
0.23% of portfolio
|
Q2 2025
Added 32.14%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
87,517
shares
|
$2.87 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
86,748
shares
|
$2.85 Million
1.87% of portfolio
|
Q2 2025
Reduced 41.72%
|