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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,500
shares
|
$82,075
0.04% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,382
shares
|
$78,201
0.01% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,361
shares
|
$77,511
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$65,660
0.04% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,985
shares
|
$65,167
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,664
shares
|
$54,629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,225
shares
|
$40,216
0.0% of portfolio
|
Q2 2025
Reduced 39.45%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
1,220
shares
|
$40,052
0.02% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,155
shares
|
$37,918
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,119
shares
|
$36,736
0.0% of portfolio
|
Q2 2025
Reduced 49.84%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,106
shares
|
$36,309
0.0% of portfolio
|
Q2 2025
Added 35.37%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,101
shares
|
$36,145
0.0% of portfolio
|
Q2 2025
Reduced 76.39%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,088
shares
|
$35,719
0.0% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
873
shares
|
$28,660
0.01% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
868
shares
|
$28,496
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
781
shares
|
$25,640
0.01% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
778
shares
|
$25,541
0.0% of portfolio
|
Q2 2025
Reduced 71.4%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
733
shares
|
$24,064
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
630
shares
|
$20,682
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
615
shares
|
$20,190
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
596
shares
|
$19,566
0.0% of portfolio
|
Q2 2025
Added 1195.65%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
470
shares
|
$15,430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
460
shares
|
$15,101
0.01% of portfolio
|
Q1 2025
Reduced 82.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
450
shares
|
$14,773
0.0% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
417
shares
|
$13,690
0.01% of portfolio
|
Q4 2023
New holding
|