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 494 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $9.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
169,828
shares
|
$5.32 Million
2.6% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
164,687
shares
|
$5.16 Million
2.38% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
162,617
shares
|
$5.09 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
160,478
shares
|
$5.02 Million
2.17% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
156,085
shares
|
$4.89 Million
2.06% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
150,000
shares
|
$4.7 Million
0.26% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
148,845
shares
|
$4.66 Million
3.18% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
145,088
shares
|
$4.54 Million
5.14% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
142,241
shares
|
$4.45 Million
0.97% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
141,807
shares
|
$4.44 Million
0.58% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
141,703
shares
|
$4.44 Million
0.19% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
141,671
shares
|
$4.44 Million
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
140,219
shares
|
$4.39 Million
0.57% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,976
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
137,152
shares
|
$4.29 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
135,700
shares
|
$4.25 Million
0.02% of portfolio
|
Q4 2023
Added 2.8%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
133,479
shares
|
$4.18 Million
0.04% of portfolio
|
Q1 2025
Added 74.41%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
132,124
shares
|
$4.14 Million
0.36% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
131,323
shares
|
$4.11 Million
0.57% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
130,694
shares
|
$4.09 Million
2.58% of portfolio
|
Q1 2025
New holding
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
128,930
shares
|
$4.04 Million
3.57% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
121,293
shares
|
$3.8 Million
2.3% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
121,045
shares
|
$3.79 Million
4.36% of portfolio
|
Q2 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
118,926
shares
|
$3.72 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.73%
|