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 526 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $9.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
1,317,059
shares
|
$44 Million
15.11% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,316,309
shares
|
$43.9 Million
0.06% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Oct 09, 2025 Q3 2025 |
1,311,820
shares
|
$43.8 Million
18.25% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
1,282,293
shares
|
$42.8 Million
4.62% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
1,281,470
shares
|
$42.8 Million
4.64% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,258,776
shares
|
$42 Million
0.37% of portfolio
|
Q2 2024
Added 13.66%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
1,252,178
shares
|
$41.8 Million
9.81% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
1,229,943
shares
|
$41.1 Million
0.86% of portfolio
|
Q3 2025
Reduced 49.99%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
1,221,335
shares
|
$40.8 Million
13.93% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
1,218,908
shares
|
$40.7 Million
17.81% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,207,742
shares
|
$40.3 Million
0.0% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,200,000
shares
|
$40.1 Million
0.01% of portfolio
|
Q3 2025
Added 55.22%
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
1,160,562
shares
|
$38.7 Million
8.81% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
1,147,403
shares
|
$38.3 Million
2.18% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,122,643
shares
|
$37.5 Million
4.32% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
1,105,946
shares
|
$36.9 Million
24.24% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,081,702
shares
|
$36.1 Million
2.14% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,073,034
shares
|
$35.8 Million
10.75% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,068,133
shares
|
$35.7 Million
12.33% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
1,063,336
shares
|
$35.5 Million
9.92% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
1,044,192
shares
|
$34.9 Million
13.85% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
1,043,450
shares
|
$34.8 Million
11.09% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
1,038,909
shares
|
$34.7 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
1,010,777
shares
|
$33.7 Million
5.6% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
1,010,441
shares
|
$33.7 Million
11.34% of portfolio
|
Q3 2025
Added 17.37%
|
|