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 |
|---|---|---|---|---|---|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
76,969
shares
|
$2.41 Million
1.7% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
74,774
shares
|
$2.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
73,651
shares
|
$2.31 Million
0.84% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
71,893
shares
|
$2.25 Million
0.14% of portfolio
|
Q1 2025
Added 119.59%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
71,267
shares
|
$2.23 Million
1.13% of portfolio
|
Q2 2025
Added 30.68%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
70,302
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
68,075
shares
|
$2.13 Million
0.17% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
67,840
shares
|
$2.12 Million
0.46% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
67,642
shares
|
$2.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
66,480
shares
|
$2.08 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
66,355
shares
|
$2.08 Million
0.17% of portfolio
|
Q1 2025
Added 97.95%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
66,288
shares
|
$2.08 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
63,773
shares
|
$2 Million
0.57% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
63,745
shares
|
$2 Million
0.03% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
63,256
shares
|
$1.98 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
63,069
shares
|
$1.97 Million
0.12% of portfolio
|
Q2 2025
Added 155.62%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
60,971
shares
|
$1.91 Million
0.59% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
60,485
shares
|
$1.89 Million
0.27% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
60,113
shares
|
$1.88 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
59,864
shares
|
$1.87 Million
0.18% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
59,821
shares
|
$1.87 Million
1.07% of portfolio
|
Q2 2025
Added 62.36%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
59,387
shares
|
$1.86 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
57,783
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
56,689
shares
|
$1.77 Million
0.72% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
54,808
shares
|
$1.72 Million
1.39% of portfolio
|
Q2 2025
Reduced 8.7%
|