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 |
|---|---|---|---|---|---|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
460,415
shares
|
$14.4 Million
3.97% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Apr 28, 2025 Q1 2025 |
458,457
shares
|
$14.3 Million
9.98% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
455,461
shares
|
$14.2 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
454,985
shares
|
$14.2 Million
6.55% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
452,972
shares
|
$14.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
447,397
shares
|
$14 Million
2.81% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
445,971
shares
|
$13.9 Million
2.34% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
442,926
shares
|
$13.8 Million
8.61% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
434,148
shares
|
$13.5 Million
9.54% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
431,916
shares
|
$13.5 Million
2.19% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
430,656
shares
|
$13.4 Million
5.12% of portfolio
|
Q1 2025
Added 29.46%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
429,692
shares
|
$13.4 Million
4.01% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
424,859
shares
|
$13.3 Million
6.62% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
408,592
shares
|
$12.8 Million
6.07% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
400,614
shares
|
$12.5 Million
0.48% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
399,976
shares
|
$12.5 Million
10.12% of portfolio
|
Q2 2025
Added 18.99%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
398,394
shares
|
$12.4 Million
3.22% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
398,154
shares
|
$12.4 Million
5.84% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
391,860
shares
|
$12.2 Million
3.41% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
391,166
shares
|
$12.2 Million
1.13% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
388,615
shares
|
$12.1 Million
3.16% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
May 01, 2025 Q1 2025 |
388,320
shares
|
$12.1 Million
6.42% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
387,987
shares
|
$12.1 Million
5.72% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
381,438
shares
|
$11.9 Million
0.13% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
377,546
shares
|
$11.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.42%
|