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 490 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $9.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
110,007
shares
|
$3.44 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
108,468
shares
|
$3.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
108,370
shares
|
$3.39 Million
2.73% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
105,934
shares
|
$3.32 Million
0.57% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
103,284
shares
|
$3.23 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
|
$3.18 Million
0.57% of portfolio
|
Q2 2025
Added 26.01%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
101,176
shares
|
$3.17 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
98,491
shares
|
$3.08 Million
1.32% of portfolio
|
Q1 2025
Added 174.29%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
97,497
shares
|
$3.05 Million
1.32% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
96,418
shares
|
$3.02 Million
2.31% of portfolio
|
Q2 2025
Added 20.1%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
96,108
shares
|
$3.01 Million
2.17% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
93,818
shares
|
$2.94 Million
0.09% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
92,423
shares
|
$2.89 Million
2.31% of portfolio
|
Q1 2025
Added 25.07%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
90,522
shares
|
$2.83 Million
1.25% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
90,391
shares
|
$2.83 Million
2.04% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
88,515
shares
|
$2.77 Million
1.43% of portfolio
|
Q4 2023
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
87,870
shares
|
$2.75 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
87,024
shares
|
$2.72 Million
2.19% of portfolio
|
Q1 2025
Added 48.28%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
86,495
shares
|
$2.71 Million
0.25% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
84,577
shares
|
$2.65 Million
1.2% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
84,480
shares
|
$2.65 Million
1.23% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
81,745
shares
|
$2.56 Million
0.47% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
80,850
shares
|
$2.53 Million
1.32% of portfolio
|
Q1 2025
Added 12.01%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
80,452
shares
|
$2.52 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
79,910
shares
|
$2.5 Million
0.37% of portfolio
|
Q4 2024
Reduced 6.95%
|