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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
192,598
shares
|
$6.32 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.51%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
188,850
shares
|
$6.2 Million
4.5% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
185,715
shares
|
$6.1 Million
0.12% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
180,535
shares
|
$5.93 Million
1.91% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
180,031
shares
|
$5.91 Million
0.37% of portfolio
|
Q2 2025
Added 246.66%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
178,122
shares
|
$5.85 Million
1.52% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
172,785
shares
|
$5.67 Million
1.51% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
165,616
shares
|
$5.44 Million
2.55% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
164,687
shares
|
$5.41 Million
2.38% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
163,431
shares
|
$5.37 Million
3.33% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
162,972
shares
|
$5.35 Million
1.48% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
160,591
shares
|
$5.27 Million
0.1% of portfolio
|
Q2 2025
Added 328.27%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
153,886
shares
|
$5.05 Million
2.26% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
150,506
shares
|
$4.94 Million
2.93% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
142,481
shares
|
$4.68 Million
1.92% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
141,807
shares
|
$4.66 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
|
$4.65 Million
0.19% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
141,671
shares
|
$4.65 Million
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
140,485
shares
|
$4.61 Million
0.02% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
140,219
shares
|
$4.6 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
|
$4.56 Million
0.01% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
131,323
shares
|
$4.31 Million
0.57% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
130,000
shares
|
$4.27 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
129,374
shares
|
$4.25 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
128,930
shares
|
$4.23 Million
3.57% of portfolio
|
Q1 2025
Added 5.25%
|