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 |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
309,456
shares
|
$10.2 Million
4.81% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
303,182
shares
|
$9.95 Million
0.0% of portfolio
|
Q2 2025
Added 43.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
302,884
shares
|
$9.94 Million
0.19% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
297,488
shares
|
$9.77 Million
1.08% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
297,312
shares
|
$9.76 Million
6.32% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
286,793
shares
|
$9.42 Million
1.57% of portfolio
|
Q2 2025
Reduced 57.89%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
282,041
shares
|
$9.26 Million
4.57% of portfolio
|
Q4 2022
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
281,561
shares
|
$9.24 Million
5.38% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
277,566
shares
|
$9.11 Million
1.99% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
267,684
shares
|
$8.79 Million
5.05% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
265,688
shares
|
$8.72 Million
0.08% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
260,009
shares
|
$8.54 Million
0.0% of portfolio
|
Q2 2025
Added 47.25%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
259,320
shares
|
$8.51 Million
4.16% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
245,322
shares
|
$8.05 Million
4.23% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
224,939
shares
|
$7.38 Million
2.92% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
224,264
shares
|
$7.36 Million
5.03% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
221,431
shares
|
$7.27 Million
3.35% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
219,442
shares
|
$7.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
216,700
shares
|
$7.11 Million
7.05% of portfolio
|
Q2 2025
Added 49.36%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
212,068
shares
|
$6.96 Million
2.91% of portfolio
|
Q2 2025
Added 115.32%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
211,385
shares
|
$6.94 Million
0.42% of portfolio
|
Q2 2025
Added 194.03%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
204,239
shares
|
$6.71 Million
2.39% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
202,707
shares
|
$6.65 Million
3.76% of portfolio
|
Q2 2025
Added 51.25%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
196,345
shares
|
$6.45 Million
0.19% of portfolio
|
Q3 2023
Reduced 8.81%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
194,428
shares
|
$6.38 Million
0.27% of portfolio
|
Q2 2025
Added 79.7%
|