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 |
|---|---|---|---|---|---|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
267,684
shares
|
$8.38 Million
5.05% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
265,688
shares
|
$8.32 Million
0.08% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
265,105
shares
|
$8.3 Million
5.65% of portfolio
|
Q1 2025
Added 396.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
250,322
shares
|
$7.84 Million
0.02% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
250,119
shares
|
$7.83 Million
4.08% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
242,656
shares
|
$7.6 Million
0.66% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
236,333
shares
|
$7.4 Million
0.02% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
235,692
shares
|
$7.38 Million
0.01% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
234,523
shares
|
$7.34 Million
0.0% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
224,179
shares
|
$7.02 Million
2.46% of portfolio
|
Q1 2025
Added 15.18%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
221,431
shares
|
$6.93 Million
3.35% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
216,804
shares
|
$6.79 Million
4.81% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
216,625
shares
|
$6.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.98%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
216,604
shares
|
$6.78 Million
2.99% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
214,624
shares
|
$6.72 Million
3.66% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
210,925
shares
|
$6.6 Million
0.0% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
202,707
shares
|
$6.35 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
|
$6.15 Million
0.19% of portfolio
|
Q3 2023
Reduced 8.81%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
194,428
shares
|
$6.09 Million
0.27% of portfolio
|
Q2 2025
Added 79.7%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
183,046
shares
|
$5.73 Million
1.64% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
180,535
shares
|
$5.65 Million
1.91% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
178,122
shares
|
$5.58 Million
1.52% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
177,995
shares
|
$5.57 Million
0.11% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
176,572
shares
|
$5.53 Million
0.0% of portfolio
|
Q1 2025
Added 173.4%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
176,343
shares
|
$5.52 Million
4.2% of portfolio
|
Q1 2025
Added 12.82%
|