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 |
|---|---|---|---|---|---|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
489,550
shares
|
$15.3 Million
4.31% of portfolio
|
Q1 2025
Added 13.13%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
475,895
shares
|
$14.9 Million
10.55% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
472,518
shares
|
$14.8 Million
2.3% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
463,493
shares
|
$14.5 Million
0.32% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
460,415
shares
|
$14.4 Million
3.97% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
459,313
shares
|
$14.4 Million
5.28% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
452,972
shares
|
$14.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
452,767
shares
|
$14.2 Million
7.42% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
447,313
shares
|
$14 Million
2.44% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
445,634
shares
|
$14 Million
8.79% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
444,928
shares
|
$13.9 Million
6.43% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
431,916
shares
|
$13.5 Million
2.19% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
431,223
shares
|
$13.5 Million
2.81% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
430,656
shares
|
$13.5 Million
5.12% of portfolio
|
Q1 2025
Added 29.46%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
429,692
shares
|
$13.5 Million
4.01% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
424,859
shares
|
$13.3 Million
6.62% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
422,947
shares
|
$13.2 Million
6.42% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
420,528
shares
|
$13.2 Million
1.21% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
400,614
shares
|
$12.5 Million
0.48% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
399,976
shares
|
$12.5 Million
10.12% of portfolio
|
Q2 2025
Added 18.99%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
398,394
shares
|
$12.5 Million
3.22% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
398,154
shares
|
$12.5 Million
5.84% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
391,860
shares
|
$12.3 Million
3.41% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
390,037
shares
|
$12.2 Million
8.31% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
388,615
shares
|
$12.2 Million
3.16% of portfolio
|
Q2 2025
Reduced 6.01%
|