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 |
|---|---|---|---|---|---|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
714,979
shares
|
$23.5 Million
7.82% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
706,229
shares
|
$23.2 Million
7.82% of portfolio
|
Q2 2025
Added 35.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
698,863
shares
|
$22.9 Million
5.17% of portfolio
|
Q3 2023
Added 6.82%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
690,718
shares
|
$22.7 Million
7.99% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
671,011
shares
|
$22 Million
18.93% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
662,921
shares
|
$21.8 Million
7.74% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
658,134
shares
|
$21.6 Million
4.25% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
653,239
shares
|
$21.4 Million
1.87% of portfolio
|
Q4 2023
Added 6.98%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
641,665
shares
|
$21.1 Million
16.35% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
640,694
shares
|
$21 Million
13.77% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
635,199
shares
|
$20.9 Million
0.0% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
611,635
shares
|
$20.1 Million
4.27% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
611,178
shares
|
$20.1 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
607,508
shares
|
$19.9 Million
2.41% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
598,627
shares
|
$19.7 Million
6.18% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
580,277
shares
|
$19.1 Million
3.8% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
564,294
shares
|
$18.5 Million
3.66% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
561,699
shares
|
$18.4 Million
10.94% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
545,840
shares
|
$17.9 Million
0.0% of portfolio
|
Q2 2025
Added 15306.15%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
539,274
shares
|
$17.7 Million
3.73% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
529,286
shares
|
$17.4 Million
0.52% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
523,024
shares
|
$17.2 Million
8.69% of portfolio
|
Q2 2025
Added 34.69%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
520,285
shares
|
$17.1 Million
0.01% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
509,585
shares
|
$16.7 Million
0.08% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
499,943
shares
|
$16.4 Million
10.73% of portfolio
|
Q2 2025
Added 1.07%
|