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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
26,977
shares
|
$844,649
0.02% of portfolio
|
Q2 2025
Reduced 30.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
26,924
shares
|
$842,990
0.0% of portfolio
|
Q1 2025
Added 35.57%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
26,641
shares
|
$834,129
0.56% of portfolio
|
Q1 2025
Added 92.49%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
26,641
shares
|
$834,129
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
25,382
shares
|
$794,710
0.47% of portfolio
|
Q1 2023
Added 55.36%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
25,328
shares
|
$793,019
0.07% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
25,198
shares
|
$788,949
0.2% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
25,095
shares
|
$785,724
0.0% of portfolio
|
Q1 2025
Reduced 63.4%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
24,619
shares
|
$770,820
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
24,367
shares
|
$762,930
0.4% of portfolio
|
Q1 2023
Added 60.92%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
24,224
shares
|
$758,453
0.5% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
24,000
shares
|
$751,440
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
23,853
shares
|
$746,837
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
23,375
shares
|
$731,871
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
23,154
shares
|
$724,951
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
22,962
shares
|
$718,940
0.22% of portfolio
|
Q4 2022
Added 121.79%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
22,809
shares
|
$714,149
0.19% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
22,640
shares
|
$708,858
0.31% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
21,556
shares
|
$674,918
0.02% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
21,416
shares
|
$670,534
0.3% of portfolio
|
Q2 2025
Reduced 63.76%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
21,305
shares
|
$667,059
0.3% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
21,181
shares
|
$663,177
0.4% of portfolio
|
Q4 2022
Reduced 24.35%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
21,172
shares
|
$662,895
0.36% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
21,147
shares
|
$662,112
0.04% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
21,009
shares
|
$657,791
0.19% of portfolio
|
Q2 2025
Added 0.07%
|