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 524 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $9.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,366
shares
|
$279,257
0.0% of portfolio
|
Q3 2025
Added 106.57%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
8,296
shares
|
$276,920
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
8,283
shares
|
$276,486
0.01% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
8,182
shares
|
$273,115
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
8,052
shares
|
$268,775
0.0% of portfolio
|
Q3 2025
Added 23.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
8,051
shares
|
$268,742
0.0% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
8,036
shares
|
$268,241
0.14% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,980
shares
|
$266,372
0.01% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
7,971
shares
|
$266,071
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
7,958
shares
|
$265,638
0.08% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
7,292
shares
|
$243,406
0.11% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
7,201
shares
|
$240,369
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
7,072
shares
|
$236,063
0.03% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
6,987
shares
|
$233,226
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6,929
shares
|
$231,290
0.0% of portfolio
|
Q3 2025
Added 16.73%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,861
shares
|
$229,020
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
6,822
shares
|
$227,718
0.12% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
6,730
shares
|
$224,647
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
6,701
shares
|
$223,679
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,667
shares
|
$222,544
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
6,649
shares
|
$221,943
0.0% of portfolio
|
Q2 2025
Reduced 34.85%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
6,346
shares
|
$211,829
0.02% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
6,296
shares
|
$210,160
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
6,200
shares
|
$206,956
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
6,163
shares
|
$205,720
0.03% of portfolio
|
Q3 2025
Added 0.28%
|
|