DIMENSIONAL ETF TRUST (DFIC)
Institutional ownership reported to the SEC as of Q3 2026, across 19 quarters.
23
Reporting holders
$378.6M
Reported value
0.0%
Calls
0.0%
Puts
-616
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Apella Capital, LLC | $189.4M | 5,071,742 | 2.40% | 15q | +6.3%+$11.2M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $34.7M | 923,856 | 4.94% | 12q | +12.9%+$4.0M |
| Farther Finance Advisors, LLC | $31.1M | 828,193 | 0.22% | 15q | +64.7%+$12.2M |
| Cambridge Financial Group, LLC | $26.9M | 722,462 | 8.49% | 12q | HELD |
| Versant Capital Management, Inc | $23.7M | 631,477 | 2.03% | 14q | +3.3%+$749.2K |
| Financial Symmetry Inc | $22.2M | 589,860 | 7.09% | 12q | +28.3%+$4.9M |
| Great Waters Wealth Management | $18.5M | 491,025 | 1.66% | 16q | -14.5%-$3.1M |
| Hiley Hunt Wealth Management | $18.0M | 479,777 | 7.01% | 12q | +3.8%+$654.5K |
| Sprinkle Financial Consultants LLC | $5.5M | 146,130 | 2.15% | 12q | HELD |
| LAWOOD & CO | $2.9M | 78,177 | 2.03% | 2q | HELD |
| Venture Visionary Partners LLC | $844.8K | 22,461 | 0.02% | 2q | -24.7%-$277.3K |
| COLLECTIVE FAMILY OFFICE LLC | $723.9K | 19,247 | 0.15% | 3q | HELD |
| CogentBlue Wealth Advisors, LLC | $574.5K | 15,276 | 0.53% | 2q | -13.6%-$90.2K |
| Tactive Advisors, LLC | $505.7K | 13,447 | 0.12% | new | NEW |
| Pioneer Wealth Management Group | $498.3K | 13,250 | 0.12% | 7q | -9.4%-$51.5K |
| Avidian Wealth Enterprises, LLC | $490.8K | 13,051 | 0.01% | 2q | HELD |
| Everhart Financial Group, Inc. | $472.8K | 12,571 | 0.03% | 3q | HELD |
| BOS Asset Management, LLC | $409.8K | 10,896 | 0.10% | 12q | HELD |
| Balefire, LLC | $283.6K | 7,541 | 0.04% | 3q | +16.1%+$39.4K |
| Ballew Advisors, Inc | $261.5K | 6,943 | 0.13% | new | NEW |
| Acropolis Investment Management, LLC | $249.2K | 6,627 | 0.01% | 4q | -50.0%-$249.2K |
| ELEVATION WEALTH PARTNERS, LLC | $156.1K | 4,149 | 0.04% | 15q | HELD |
| CoreCap Advisors, LLC | $20.2K | 536 | 0.00% | 3q | +1.9% |
| CX Institutional | $289 | 7,674 | 0.01% | 5q | -20.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 23 | $378.6M | 10,108,694 | 2 | 8 | 5 | 0.0% |
| Q2 2026 | 639 | $14.2B | 380,003,113 | 50 | 345 | 127 | 0.0% |
| Q1 2026 | 612 | $11.1B | 310,368,566 | 76 | 263 | 142 | 0.0% |
| Q4 2025 | 564 | $10.1B | 292,636,899 | 64 | 257 | 114 | 0.0% |
| Q3 2025 | 488 | $8.8B | 269,419,657 | 39 | 244 | 114 | 0.0% |
| Q2 2025 | 485 | $8.9B | 287,022,848 | 46 | 230 | 131 | 0.0% |
| Q1 2025 | 447 | $7.6B | 275,444,349 | 39 | 215 | 105 | 0.0% |
| Q4 2024 | 424 | $6.7B | 259,070,960 | 34 | 214 | 59 | 0.0% |
| Q3 2024 | 349 | $6.4B | 228,723,371 | 32 | 189 | 62 | 0.0% |
| Q2 2024 | 331 | $5.7B | 215,894,089 | 25 | 196 | 48 | 0.0% |
| Q1 2024 | 318 | $5.3B | 196,470,114 | 27 | 192 | 50 | 0.0% |
| Q4 2023 | 308 | $4.8B | 188,643,751 | 44 | 160 | 44 | 0.0% |
| Q3 2023 | 247 | $3.5B | 148,687,082 | 30 | 150 | 33 | 0.0% |
| Q2 2023 | 225 | $3.2B | 132,516,879 | 20 | 137 | 32 | 0.0% |
| Q1 2023 | 210 | $2.4B | 98,485,115 | 35 | 121 | 18 | 0.0% |
| Q4 2022 | 181 | $1.8B | 78,573,067 | 56 | 75 | 14 | 0.0% |
| Q3 2022 | 99 | $690.3M | 35,788,099 | 35 | 46 | 16 | 0.0% |
| Q2 2022 | 72 | $361.3M | 16,787,502 | 61 | 9 | 1 | 0.0% |
| Q1 2022 | 12 | $63.7M | 2,556,881 | 12 | 0 | 0 | 0.0% |