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 |
|---|---|---|---|---|---|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
62,718
shares
|
$2.06 Million
1.38% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
62,280
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Added 1271.5%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
60,485
shares
|
$1.99 Million
0.27% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
60,128
shares
|
$1.97 Million
0.87% of portfolio
|
Q2 2025
Added 94.02%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
60,113
shares
|
$1.97 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
59,821
shares
|
$1.96 Million
1.07% of portfolio
|
Q2 2025
Added 62.36%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
59,449
shares
|
$1.95 Million
0.89% of portfolio
|
Q2 2025
Added 361.02%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
59,387
shares
|
$1.95 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
58,818
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
55,518
shares
|
$1.82 Million
0.34% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
55,093
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
54,808
shares
|
$1.8 Million
1.39% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
53,649
shares
|
$1.76 Million
0.17% of portfolio
|
Q2 2025
Reduced 59.81%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
51,718
shares
|
$1.7 Million
0.6% of portfolio
|
Q2 2025
Added 39.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,395
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
51,182
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
51,005
shares
|
$1.67 Million
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
50,905
shares
|
$1.67 Million
0.09% of portfolio
|
Q3 2022
Reduced 40.48%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
50,617
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
49,489
shares
|
$1.62 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
48,964
shares
|
$1.61 Million
0.15% of portfolio
|
Q2 2025
Added 21.58%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
48,587
shares
|
$1.6 Million
0.29% of portfolio
|
Q2 2025
Added 109.84%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
46,677
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
44,473
shares
|
$1.46 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
44,254
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.83%
|