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 491 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 |
|---|---|---|---|---|---|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
946,021
shares
|
$29.6 Million
11.68% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
935,184
shares
|
$29.3 Million
3.78% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
929,304
shares
|
$29.1 Million
9.55% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
920,626
shares
|
$28.8 Million
9.01% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
900,070
shares
|
$28.2 Million
6.37% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
888,675
shares
|
$27.8 Million
2.16% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
883,048
shares
|
$27.6 Million
5.23% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
877,846
shares
|
$27.5 Million
20.96% of portfolio
|
Q2 2025
Added 24.97%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
860,875
shares
|
$27 Million
10.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
860,660
shares
|
$26.9 Million
0.2% of portfolio
|
Q1 2025
Added 675.82%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
860,311
shares
|
$26.9 Million
4.85% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
847,754
shares
|
$26.5 Million
0.38% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
822,360
shares
|
$25.7 Million
1.44% of portfolio
|
Q2 2025
New holding
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
822,060
shares
|
$25.7 Million
0.95% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
817,320
shares
|
$25.6 Million
10.41% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
810,118
shares
|
$25.4 Million
7.56% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
797,682
shares
|
$25 Million
1.58% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
794,397
shares
|
$24.9 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
750,728
shares
|
$23.5 Million
1.63% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
741,577
shares
|
$23.2 Million
1.69% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
738,892
shares
|
$23.1 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
|
$22.8 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
721,262
shares
|
$22.6 Million
11.94% of portfolio
|
Q2 2024
Added 4.78%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
720,999
shares
|
$22.6 Million
4.91% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
698,863
shares
|
$21.9 Million
5.17% of portfolio
|
Q3 2023
Added 6.82%
|