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 |
|---|---|---|---|---|---|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
950,789
shares
|
$31.2 Million
8.58% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
935,184
shares
|
$30.7 Million
3.78% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
916,623
shares
|
$30.1 Million
9.15% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
904,540
shares
|
$29.7 Million
9.67% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
901,389
shares
|
$29.6 Million
0.4% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
900,070
shares
|
$29.5 Million
6.37% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
883,048
shares
|
$29 Million
5.23% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
877,846
shares
|
$28.8 Million
20.96% of portfolio
|
Q2 2025
Added 24.97%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
877,424
shares
|
$28.8 Million
10.42% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
876,069
shares
|
$28.8 Million
0.19% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
860,875
shares
|
$28.3 Million
10.06% of portfolio
|
Q2 2025
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
860,311
shares
|
$28.2 Million
4.85% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
822,360
shares
|
$27 Million
1.44% of portfolio
|
Q2 2025
New holding
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
821,859
shares
|
$27 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
800,475
shares
|
$26.3 Million
10.33% of portfolio
|
Q2 2025
Added 36.35%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
797,682
shares
|
$26.2 Million
1.58% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
773,094
shares
|
$25.4 Million
0.0% of portfolio
|
Q2 2025
Added 256.88%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
770,567
shares
|
$25.3 Million
0.03% of portfolio
|
Q2 2025
Added 226.94%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
750,728
shares
|
$24.6 Million
1.63% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
745,432
shares
|
$24.5 Million
1.19% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
739,772
shares
|
$24.3 Million
1.79% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
738,892
shares
|
$24.3 Million
15.84% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
728,414
shares
|
$23.9 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
721,262
shares
|
$23.7 Million
11.94% of portfolio
|
Q2 2024
Added 4.78%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
720,999
shares
|
$23.7 Million
4.91% of portfolio
|
Q1 2025
Added 15.78%
|