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 |
|---|---|---|---|---|---|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
1,317,059
shares
|
$43.2 Million
15.11% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
1,306,945
shares
|
$42.9 Million
10.11% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,296,288
shares
|
$42.6 Million
0.06% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,258,776
shares
|
$41.3 Million
0.37% of portfolio
|
Q2 2024
Added 13.66%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
1,246,148
shares
|
$40.9 Million
4.61% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,237,297
shares
|
$40.6 Million
18.33% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
1,218,574
shares
|
$40 Million
14.3% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,201,954
shares
|
$39.5 Million
4.61% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
1,151,931
shares
|
$37.8 Million
9.08% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,138,155
shares
|
$37.4 Million
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,122,643
shares
|
$36.9 Million
4.32% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
1,115,611
shares
|
$36.6 Million
9.11% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
1,101,769
shares
|
$36.2 Million
2.66% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
1,092,539
shares
|
$35.9 Million
0.22% of portfolio
|
Q2 2025
Reduced 16.96%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1,070,046
shares
|
$35.1 Million
11.72% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,061,296
shares
|
$34.8 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
1,057,582
shares
|
$34.7 Million
23.87% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,052,640
shares
|
$34.6 Million
2.24% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,039,916
shares
|
$34.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 27.25%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
1,022,873
shares
|
$33.6 Million
2.67% of portfolio
|
Q2 2025
Added 15.1%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
1,009,639
shares
|
$33.1 Million
12.13% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
1,005,593
shares
|
$33 Million
9.6% of portfolio
|
Q2 2025
Added 24.13%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
988,968
shares
|
$32.5 Million
5.46% of portfolio
|
Q2 2025
Added 26.98%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
979,761
shares
|
$32.2 Million
13.68% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
971,570
shares
|
$31.9 Million
10.7% of portfolio
|
Q2 2025
Added 13.08%
|