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 491 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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,191,454
shares
|
$68.6 Million
1.47% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
2,128,595
shares
|
$66.6 Million
18.9% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,117,644
shares
|
$66.3 Million
4.87% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
2,072,975
shares
|
$64.9 Million
3.82% of portfolio
|
Q2 2025
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
2,039,608
shares
|
$63.9 Million
19.5% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
2,028,577
shares
|
$63.5 Million
6.67% of portfolio
|
Q1 2025
Added 34.58%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
2,002,590
shares
|
$62.7 Million
1.55% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
1,948,617
shares
|
$61 Million
12.96% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
1,909,093
shares
|
$59.8 Million
5.22% of portfolio
|
Q2 2025
Added 33.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,895,937
shares
|
$59.4 Million
0.66% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,822,674
shares
|
$57.1 Million
1.71% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,768,436
shares
|
$55.4 Million
9.7% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
1,741,130
shares
|
$54.5 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,741,130
shares
|
$54.5 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,672,274
shares
|
$52.4 Million
0.09% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
1,664,622
shares
|
$52.1 Million
14.39% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,620,101
shares
|
$50.7 Million
1.77% of portfolio
|
Q2 2025
Added 255.71%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
1,536,792
shares
|
$48.1 Million
16.15% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,507,495
shares
|
$47.2 Million
7.13% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
1,447,420
shares
|
$45.3 Million
9.54% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,445,557
shares
|
$45.3 Million
0.1% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
1,429,530
shares
|
$44.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,395,395
shares
|
$43.7 Million
2.52% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
1,357,717
shares
|
$42.5 Million
11.27% of portfolio
|
Q1 2025
Added 26.17%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
1,317,059
shares
|
$41.2 Million
15.11% of portfolio
|
Q2 2025
Added 6.58%
|