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 |
|---|---|---|---|---|---|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
390,037
shares
|
$12.8 Million
8.31% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
389,663
shares
|
$12.8 Million
0.62% of portfolio
|
Q2 2025
Added 12.63%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
388,615
shares
|
$12.8 Million
3.16% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
386,586
shares
|
$12.7 Million
6.99% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
385,969
shares
|
$12.7 Million
5.26% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
383,759
shares
|
$12.6 Million
0.04% of portfolio
|
Q2 2025
Added 179.81%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
381,551
shares
|
$12.5 Million
3.52% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
365,684
shares
|
$12 Million
0.29% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
360,380
shares
|
$11.8 Million
5.99% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
359,284
shares
|
$11.8 Million
3.18% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
359,040
shares
|
$11.8 Million
4.17% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
347,598
shares
|
$11.4 Million
2.9% of portfolio
|
Q2 2025
Reduced 19.52%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
343,715
shares
|
$11.3 Million
5.31% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
342,743
shares
|
$11.3 Million
0.44% of portfolio
|
Q2 2025
Reduced 14.45%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
332,877
shares
|
$10.9 Million
4.8% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
332,715
shares
|
$10.9 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
|
$10.8 Million
6.23% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
326,840
shares
|
$10.7 Million
7.6% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
326,151
shares
|
$10.7 Million
7.17% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
325,801
shares
|
$10.7 Million
4.68% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
320,145
shares
|
$10.5 Million
8.12% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
313,981
shares
|
$10.3 Million
0.03% of portfolio
|
Q2 2025
Added 25.43%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
313,262
shares
|
$10.3 Million
1.7% of portfolio
|
Q2 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
313,025
shares
|
$10.3 Million
0.86% of portfolio
|
Q2 2025
Added 29.0%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
312,253
shares
|
$10.3 Million
7.24% of portfolio
|
Q2 2025
Added 0.35%
|