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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
21,009
shares
|
$657,791
0.19% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
20,750
shares
|
$649,682
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
19,700
shares
|
$616,807
0.44% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
19,552
shares
|
$612,173
0.01% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
19,280
shares
|
$603,656
0.44% of portfolio
|
Q2 2025
Reduced 40.05%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
19,129
shares
|
$598,928
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
19,087
shares
|
$597,613
0.05% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
19,065
shares
|
$596,925
0.01% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
18,610
shares
|
$582,679
0.37% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
18,584
shares
|
$581,865
0.07% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
17,326
shares
|
$542,477
0.14% of portfolio
|
Q3 2024
Added 86.88%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
17,324
shares
|
$542,414
0.15% of portfolio
|
Q4 2024
Reduced 20.74%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
17,150
shares
|
$536,966
0.03% of portfolio
|
Q1 2025
Added 27.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
16,845
shares
|
$527,416
0.01% of portfolio
|
Q1 2025
Added 35.45%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
16,632
shares
|
$520,747
0.13% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
16,508
shares
|
$516,865
0.24% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
16,358
shares
|
$512,168
0.0% of portfolio
|
Q1 2025
Added 44.54%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
16,298
shares
|
$510,290
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
16,168
shares
|
$506,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
16,153
shares
|
$505,750
0.18% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
15,949
shares
|
$499,363
0.07% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
15,651
shares
|
$490,032
0.03% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,421
shares
|
$482,831
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
15,419
shares
|
$482,768
0.22% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
15,292
shares
|
$478,792
0.31% of portfolio
|
Q1 2025
Added 23.03%
|