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 490 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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,315,711
shares
|
$41.2 Million
0.28% of portfolio
|
Q1 2025
Reduced 33.93%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
1,306,945
shares
|
$40.9 Million
10.11% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
1,302,412
shares
|
$40.8 Million
16.67% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
1,274,641
shares
|
$39.9 Million
17.76% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,260,622
shares
|
$39.5 Million
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,258,776
shares
|
$39.4 Million
0.37% of portfolio
|
Q2 2024
Added 13.66%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
1,246,148
shares
|
$39 Million
4.61% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,201,954
shares
|
$37.6 Million
4.61% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
1,198,690
shares
|
$37.5 Million
2.89% of portfolio
|
Q1 2025
Reduced 22.91%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,190,630
shares
|
$37.3 Million
0.06% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
1,183,390
shares
|
$37.1 Million
0.93% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,173,160
shares
|
$36.7 Million
12.41% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
1,151,931
shares
|
$36.1 Million
9.08% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
1,130,609
shares
|
$35.4 Million
13.49% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,127,386
shares
|
$35.3 Million
0.0% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,122,643
shares
|
$35.1 Million
4.32% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
1,081,724
shares
|
$33.9 Million
8.77% of portfolio
|
Q1 2025
Added 14.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,081,377
shares
|
$33.9 Million
0.19% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
1,071,152
shares
|
$33.5 Million
2.35% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
1,057,582
shares
|
$33.1 Million
23.87% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,052,640
shares
|
$33 Million
2.24% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
988,968
shares
|
$31 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
|
$30.7 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
|
$30.4 Million
10.7% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
956,922
shares
|
$30 Million
8.32% of portfolio
|
Q1 2025
Added 10.82%
|