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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
7,531
shares
|
$247,242
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
7,462
shares
|
$244,977
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,354
shares
|
$241,431
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
7,218
shares
|
$236,966
0.03% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
7,120
shares
|
$233,749
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,861
shares
|
$225,246
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
6,803
shares
|
$223,342
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
6,730
shares
|
$220,945
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
6,706
shares
|
$220,157
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,678
shares
|
$219,238
0.15% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,649
shares
|
$218,286
0.0% of portfolio
|
Q2 2025
Reduced 34.85%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
6,531
shares
|
$214,412
0.0% of portfolio
|
Q2 2025
Added 41.21%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
6,520
shares
|
$214,051
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
6,146
shares
|
$201,773
0.03% of portfolio
|
Q2 2025
Added 87.21%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
6,120
shares
|
$200,919
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
6,076
shares
|
$199,475
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
5,936
shares
|
$194,878
0.0% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
5,788
shares
|
$190,020
0.0% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
4,960
shares
|
$162,836
0.11% of portfolio
|
Q2 2025
Added 34.82%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,824
shares
|
$158,371
0.0% of portfolio
|
Q2 2025
Reduced 19.91%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
4,666
shares
|
$153,184
0.0% of portfolio
|
Q2 2025
Added 99.32%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,305
shares
|
$141,333
0.0% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
4,088
shares
|
$134,209
0.05% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,050
shares
|
$132,961
0.0% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
3,808
shares
|
$125,016
0.05% of portfolio
|
Q2 2025
Reduced 0.08%
|