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 |
|---|---|---|---|---|---|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
24,367
shares
|
$799,968
0.4% of portfolio
|
Q1 2023
Added 60.92%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
24,224
shares
|
$795,273
0.5% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
24,000
shares
|
$787,920
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
23,853
shares
|
$783,093
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
23,837
shares
|
$782,568
0.0% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
22,962
shares
|
$753,842
0.22% of portfolio
|
Q4 2022
Added 121.79%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
22,809
shares
|
$748,819
0.19% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
22,128
shares
|
$726,462
0.31% of portfolio
|
Q2 2025
Added 43.51%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
22,057
shares
|
$724,131
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
22,014
shares
|
$722,719
0.07% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
21,796
shares
|
$715,562
0.05% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
21,416
shares
|
$703,087
0.3% of portfolio
|
Q2 2025
Reduced 63.76%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
21,181
shares
|
$695,372
0.4% of portfolio
|
Q4 2022
Reduced 24.35%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
21,172
shares
|
$695,076
0.35% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
21,157
shares
|
$694,584
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
21,009
shares
|
$689,725
0.19% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
20,750
shares
|
$681,222
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
19,700
shares
|
$646,751
0.44% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
19,552
shares
|
$641,892
0.01% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
19,493
shares
|
$639,955
0.09% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
19,280
shares
|
$632,962
0.44% of portfolio
|
Q2 2025
Reduced 40.05%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
19,087
shares
|
$626,626
0.05% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
19,070
shares
|
$626,068
0.05% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
19,065
shares
|
$625,903
0.01% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
18,610
shares
|
$610,966
0.34% of portfolio
|
Q4 2024
Added 0.81%
|