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 |
|---|---|---|---|---|---|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
387,987
shares
|
$12.1 Million
5.72% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
386,586
shares
|
$12.1 Million
6.99% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
381,438
shares
|
$11.9 Million
0.13% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
377,546
shares
|
$11.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.42%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
375,608
shares
|
$11.8 Million
5.26% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
366,945
shares
|
$11.5 Million
6.44% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
361,686
shares
|
$11.3 Million
8.9% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
359,284
shares
|
$11.2 Million
3.18% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
356,766
shares
|
$11.2 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
345,956
shares
|
$10.8 Million
0.58% of portfolio
|
Q1 2025
Added 87.66%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
332,877
shares
|
$10.4 Million
4.8% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
332,715
shares
|
$10.4 Million
2.91% of portfolio
|
Q3 2023
Added 53.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
329,865
shares
|
$10.3 Million
6.23% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
326,840
shares
|
$10.2 Million
7.6% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
326,151
shares
|
$10.2 Million
7.17% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
325,801
shares
|
$10.2 Million
4.68% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
320,237
shares
|
$10 Million
3.93% of portfolio
|
Q1 2025
Added 30.64%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
320,145
shares
|
$10 Million
8.12% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
311,152
shares
|
$9.74 Million
6.71% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
302,898
shares
|
$9.48 Million
1.07% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
302,884
shares
|
$9.48 Million
0.19% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
302,611
shares
|
$9.47 Million
4.53% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
302,036
shares
|
$9.46 Million
5.6% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
282,041
shares
|
$8.83 Million
4.57% of portfolio
|
Q4 2022
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
277,566
shares
|
$8.69 Million
1.99% of portfolio
|
Q2 2025
Added 2.33%
|