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 |
|---|---|---|---|---|---|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
10,857
shares
|
$339,932
0.28% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
10,697
shares
|
$334,923
0.1% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
10,546
shares
|
$330,195
0.02% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
10,534
shares
|
$329,819
0.32% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
10,424
shares
|
$326,375
0.15% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
10,393
shares
|
$325,404
0.02% of portfolio
|
Q1 2025
Reduced 46.44%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
10,286
shares
|
$322,054
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
10,256
shares
|
$321,115
0.13% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
10,205
shares
|
$319,518
0.0% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,774
shares
|
$306,023
0.12% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
9,592
shares
|
$300,325
0.05% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
9,531
shares
|
$298,415
0.09% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,442
shares
|
$295,629
0.01% of portfolio
|
Q4 2024
Reduced 18.43%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
9,348
shares
|
$292,685
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
9,285
shares
|
$290,713
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
9,245
shares
|
$289,460
0.02% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
9,128
shares
|
$285,797
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,053
shares
|
$283,449
0.0% of portfolio
|
Q3 2024
Reduced 9.94%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
8,902
shares
|
$278,721
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
8,735
shares
|
$273,492
0.01% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,431
shares
|
$263,974
0.14% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
8,262
shares
|
$258,683
0.01% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
8,182
shares
|
$256,178
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8,116
shares
|
$254,111
0.06% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
8,077
shares
|
$252,890
0.1% of portfolio
|
Q2 2025
New holding
|