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 478 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $8.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
30,896,623
shares
|
$964 Million
2.0% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
27,533,206
shares
|
$859 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
16,228,081
shares
|
$506 Million
8.53% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
6,319,608
shares
|
$197 Million
11.77% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,171,216
shares
|
$161 Million
0.2% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
4,743,178
shares
|
$148 Million
16.19% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,730,371
shares
|
$148 Million
2.68% of portfolio
|
Q1 2025
Added 89.74%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
4,102,611
shares
|
$128 Million
4.01% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
3,887,132
shares
|
$121 Million
11.81% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,646,621
shares
|
$114 Million
3.23% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,456,831
shares
|
$108 Million
0.52% of portfolio
|
Q2 2023
Added 22.15%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
3,380,038
shares
|
$105 Million
16.11% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
3,305,066
shares
|
$103 Million
0.4% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
3,209,046
shares
|
$100 Million
17.42% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
2,967,603
shares
|
$92.6 Million
13.0% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,771,687
shares
|
$86.5 Million
0.03% of portfolio
|
Q1 2025
Added 15.71%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,505,201
shares
|
$78.2 Million
5.61% of portfolio
|
Q1 2025
Added 13.62%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
2,426,914
shares
|
$75.7 Million
12.82% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,277,634
shares
|
$71.1 Million
2.33% of portfolio
|
Q2 2025
New holding
|
|
|
Miramar Fiduciary Corp
Reno, NV |
May 14, 2025 Q1 2025 |
2,269,446
shares
|
$70.8 Million
56.73% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,211,197
shares
|
$69 Million
16.77% of portfolio
|
Q2 2023
Added 7.1%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,209,530
shares
|
$69 Million
5.59% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
2,194,800
shares
|
$68.5 Million
8.37% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,191,454
shares
|
$68.4 Million
1.47% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
2,128,595
shares
|
$66.4 Million
18.9% of portfolio
|
Q1 2025
New holding
|