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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
562,437
shares
|
$18.8 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Oct 14, 2025 Q3 2025 |
554,456
shares
|
$18.5 Million
7.35% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
553,018
shares
|
$18.5 Million
0.52% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
546,161
shares
|
$18.2 Million
5.84% of portfolio
|
Q3 2025
Added 11.56%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
539,287
shares
|
$18 Million
8.51% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
539,274
shares
|
$18 Million
3.73% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
518,588
shares
|
$17.3 Million
0.15% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
517,751
shares
|
$17.3 Million
10.66% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
517,078
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
504,407
shares
|
$16.8 Million
9.48% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Oct 14, 2025 Q3 2025 |
492,982
shares
|
$16.5 Million
10.67% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
489,961
shares
|
$16.4 Million
3.66% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
481,794
shares
|
$16.1 Million
7.64% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
474,540
shares
|
$15.8 Million
2.19% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
472,633
shares
|
$15.8 Million
2.53% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
471,529
shares
|
$15.7 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
465,170
shares
|
$15.5 Million
6.21% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
458,435
shares
|
$15.3 Million
6.44% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
450,521
shares
|
$15 Million
8.37% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2026 Q4 2025 |
448,847
shares
|
$15 Million
6.92% of portfolio
|
Q4 2025
Added 1.31%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 05, 2026 Q4 2025 |
444,307
shares
|
$14.8 Million
6.67% of portfolio
|
Q4 2025
Added 4.65%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
437,732
shares
|
$14.6 Million
4.68% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
437,726
shares
|
$14.6 Million
8.32% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
435,997
shares
|
$14.6 Million
1.2% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
435,390
shares
|
$14.5 Million
0.65% of portfolio
|
Q3 2025
Added 11.74%
|
|