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 |
|---|---|---|---|---|---|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
38,372
shares
|
$1.2 Million
0.75% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
37,866
shares
|
$1.19 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
37,498
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Added 334.56%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
37,067
shares
|
$1.16 Million
0.41% of portfolio
|
Q1 2025
Reduced 95.52%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
36,104
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2025
Reduced 40.27%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
36,000
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 25.36%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
35,615
shares
|
$1.12 Million
0.22% of portfolio
|
Q1 2025
Added 50.07%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
34,761
shares
|
$1.09 Million
1.7% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
34,553
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
34,133
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
33,948
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2023
Reduced 16.09%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
33,732
shares
|
$1.06 Million
0.84% of portfolio
|
Q2 2025
Reduced 38.52%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
33,363
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
33,222
shares
|
$1.04 Million
0.85% of portfolio
|
Q1 2025
Added 20.72%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
32,134
shares
|
$1.01 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
32,077
shares
|
$1 Million
0.43% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
30,990
shares
|
$970,296
0.44% of portfolio
|
Q1 2025
Added 19.0%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
30,800
shares
|
$964,348
0.07% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
30,690
shares
|
$960,903
0.13% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
30,621
shares
|
$958,743
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
30,021
shares
|
$939,957
0.42% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
29,558
shares
|
$925,460
0.41% of portfolio
|
Q2 2025
Added 47.29%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
29,108
shares
|
$911,371
0.31% of portfolio
|
Q1 2025
Reduced 36.63%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
27,893
shares
|
$873,329
0.05% of portfolio
|
Q1 2025
Added 47.37%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
27,204
shares
|
$851,757
0.46% of portfolio
|
Q2 2025
Added 15.61%
|