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 526 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $9.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
435,134
shares
|
$14.5 Million
2.81% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
424,964
shares
|
$14.2 Million
7.15% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
423,170
shares
|
$14.1 Million
9.15% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
420,989
shares
|
$14.1 Million
4.0% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
410,135
shares
|
$13.7 Million
9.89% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
408,719
shares
|
$13.6 Million
3.75% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
406,880
shares
|
$13.6 Million
5.17% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
403,952
shares
|
$13.5 Million
7.35% of portfolio
|
Q3 2025
Added 35.87%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
396,602
shares
|
$13.2 Million
4.26% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
388,739
shares
|
$13 Million
3.3% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
388,615
shares
|
$13 Million
3.16% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
375,745
shares
|
$12.5 Million
0.33% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
357,697
shares
|
$11.9 Million
0.25% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
354,126
shares
|
$11.8 Million
2.94% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Nov 03, 2025 Q3 2025 |
353,369
shares
|
$11.8 Million
5.37% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
349,139
shares
|
$11.7 Million
0.17% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
348,666
shares
|
$11.6 Million
0.44% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
345,298
shares
|
$11.5 Million
4.57% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
338,706
shares
|
$11.3 Million
4.85% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
336,878
shares
|
$11.2 Million
8.15% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
335,137
shares
|
$11.2 Million
6.01% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
334,387
shares
|
$11.2 Million
7.39% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
332,715
shares
|
$11.1 Million
2.91% of portfolio
|
Q3 2023
Added 53.0%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
330,384
shares
|
$11 Million
0.49% of portfolio
|
Q3 2025
Added 166.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
329,436
shares
|
$11 Million
0.03% of portfolio
|
Q3 2025
Added 4.92%
|
|