DIMENSIONAL ETF TRUST (DFIC)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
616
Reporting holders
$13.3B
Reported value
0.0%
Held as options
+22
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $3.1B | 82,970,966 | 1.92% | 15q | +115.7%+$1.7B |
| Forum Financial Management, LP | $613.6M | 16,467,379 | 7.88% | 17q | +1.5%+$9.1M |
| ENVESTNET ASSET MANAGEMENT INC | $222.1M | 5,961,527 | 0.05% | 17q | +9.7%+$19.6M |
| JMG Financial Group, Ltd. | $185.3M | 4,973,487 | 4.48% | 15q | +3.9%+$7.0M |
| Apella Capital, LLC | $179.3M | 4,772,870 | 2.53% | 14q | +4.8%+$8.3M |
| Greenspring Advisors, LLC | $167.5M | 4,494,230 | 9.28% | 15q | +0.6%+$1.0M |
| HighTower Advisors, LLC | $161.3M | 4,329,141 | 0.16% | 17q | HELD |
| RW Investment Management LLC | $157.1M | 4,217,089 | 13.79% | 14q | HELD |
| Summit Financial Strategies, Inc. | $147.8M | 3,967,115 | 10.38% | 17q | +2.0%+$3.0M |
| LPL Financial LLC | $147.7M | 3,963,122 | 0.03% | 15q | +12.9%+$16.9M |
| Plancorp, LLC | $145.5M | 3,901,958 | 3.55% | 6q | +11.5%+$15.0M |
| AWM CAPITAL, LLC | $135.6M | 3,639,850 | 10.86% | 16q | +3.6%+$4.6M |
| Cannon Financial Strategists, Inc. | $134.3M | 3,603,650 | 15.28% | 15q | +4.3%+$5.5M |
| Focus Partners Wealth | $127.5M | 3,422,470 | 0.13% | 8q | +7.2%+$8.6M |
| MASECO LLP | $126.2M | 3,391,403 | 3.55% | 5q | +7.0%+$8.3M |
| Sageworth Trust Co | $118.6M | 3,184,052 | 4.67% | 15q | -1.3%-$1.6M |
| ASSETMARK, INC | $116.7M | 3,132,068 | 0.20% | 9q | +72671.1%+$116.5M |
| Symmetry Partners, LLC | $111.2M | 2,983,850 | 5.67% | 8q | +5.5%+$5.8M |
| Annex Advisory Services, LLC | $99.2M | 2,662,339 | 1.69% | 5q | +8.2%+$7.5M |
| Beacon Pointe Advisors, LLC | $96.2M | 2,581,098 | 0.45% | 16q | -0.6%-$561.2K |
| Pathstone Holdings, LLC | $95.8M | 2,570,590 | 0.28% | 11q | -1.2%-$1.2M |
| JANE STREET GROUP, LLC | $93.7M | 2,513,803 | 0.01% | 2q | -7.8%-$7.9M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $91.8M | 2,464,885 | 6.73% | 16q | -5.6%-$5.5M |
| Asset Dedication, LLC | $91.7M | 2,461,908 | 5.77% | 18q | +2.2%+$2.0M |
| Aspen Capital Management, LLC | $88.7M | 2,380,785 | 19.58% | 6q | +4.6%+$3.9M |
| WPWealth LLP | $88.0M | 2,362,665 | 13.06% | 15q | -6.2%-$5.8M |
| Rockbridge Investment Management, LCC | $87.6M | 2,349,813 | 7.11% | 18q | +7.4%+$6.1M |
| Rather & Kittrell, Inc. | $87.3M | 2,342,238 | 12.20% | 16q | +3.6%+$3.0M |
| Kestra Investment Management, LLC | $83.3M | 2,234,347 | 1.61% | 9q | -12.6%-$12.0M |
| Bernicke Wealth Management, Ltd. | $83.0M | 2,226,505 | 9.63% | 3q | +1.2%+$963.9K |
| BRIGHTON JONES LLC | $82.8M | 2,222,157 | 1.54% | 16q | -46.5%-$72.1M |
| Elser Financial Planning, Inc | $82.2M | 2,207,216 | 3.57% | 2q | +1.7%+$1.4M |
| OneDigital Investment Advisors LLC | $81.1M | 2,176,295 | 0.68% | 13q | +4.9%+$3.8M |
| Leading Edge Financial Planning LLC | $80.1M | 2,149,853 | 14.26% | 12q | +9.9%+$7.2M |
| SJS Investment Consulting Inc. | $77.1M | 2,069,299 | 8.39% | 16q | +5.8%+$4.2M |
| Syverson Strege & Co | $75.9M | 2,037,905 | 16.55% | 17q | HELD |
| Hill Investment Group Partners, LLC | $75.5M | 2,025,737 | 7.70% | 17q | -0.7%-$504.4K |
| Moss Adams Wealth Advisors LLC | $73.6M | 1,976,543 | 4.60% | 5q | +6.1%+$4.2M |
| Baird Financial Group, Inc. | $71.1M | 1,908,635 | 0.10% | 16q | -3.0%-$2.2M |
| Rockwood Wealth Management, LLC | $66.1M | 1,772,707 | 4.17% | 17q | HELD |
| Focus Partners Advisor Solutions, LLC | $62.4M | 1,673,693 | 0.53% | 15q | +61.2%+$23.7M |
| Savant Capital, LLC | $62.4M | 1,673,458 | 0.18% | 15q | +34.1%+$15.9M |
| Tencap Wealth Coaching, LLC | $61.2M | 1,642,156 | 19.41% | 3q | +12.3%+$6.7M |
| Truepoint, Inc. | $61.1M | 1,639,559 | 1.28% | 17q | -16.3%-$11.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $60.9M | 1,635,060 | 0.08% | 17q | +3.3%+$2.0M |
| Millburn Ridgefield LLC /DE/ | $60.6M | 1,627,486 | 1.15% | 12q | +5.1%+$2.9M |
| Catalyst Capital Advisors LLC | $60.6M | 1,627,486 | 1.01% | 12q | +5.1%+$2.9M |
| Vestmark Advisory Solutions, Inc. | $60.4M | 1,621,451 | 0.57% | 14q | -6.7%-$4.3M |
| Financial Plan, Inc. | $60.2M | 1,614,612 | 5.71% | 3q | +6.5%+$3.7M |
| DecisionPoint Financial, LLC | $58.9M | 1,583,340 | 10.91% | 15q | +11.5%+$6.1M |
| Kooman & Associates | $57.3M | 1,536,506 | 15.37% | 15q | -2.2%-$1.3M |
| Miramar Fiduciary Corp | $56.8M | 1,523,973 | 56.14% | 11q | -20.5%-$14.6M |
| Aspen Wealth Management LLC | $56.7M | 1,520,708 | 9.62% | 17q | +9.0%+$4.7M |
| BANK OF AMERICA CORP /DE/ | $55.8M | 1,498,356 | 0.00% | 14q | +2.3%+$1.3M |
| Henrickson Nauta Wealth Advisors, Inc. | $52.8M | 1,417,906 | 12.87% | 17q | +5.7%+$2.9M |
| Mariner, LLC | $52.5M | 1,409,468 | 0.06% | 16q | +1.4%+$734.1K |
| Stordahl Capital Management, Inc. | $52.1M | 1,396,977 | 9.53% | 17q | +2.6%+$1.3M |
| DiNuzzo Private Wealth, Inc. | $51.7M | 1,387,635 | 5.11% | 11q | HELD |
| Corient Private Wealth LP | $51.4M | 1,379,882 | 0.03% | 15q | +96.5%+$25.3M |
| Eaton-Cambridge Inc. | $48.6M | 1,303,889 | 13.66% | 11q | +2.4%+$1.1M |
| Verisail Partners, LLC | $47.6M | 1,277,289 | 17.64% | 7q | +1.3%+$597.4K |
| Integrated Wealth Concepts LLC | $47.3M | 1,269,845 | 0.23% | 14q | +82.1%+$21.3M |
| Burton Enright Welch | $46.1M | 1,238,480 | 5.42% | 17q | +8.4%+$3.6M |
| Your Advocates Ltd., LLP | $46.0M | 1,233,817 | 13.14% | 14q | -1.3%-$624.8K |
| RS CRUM INC. | $45.3M | 1,215,184 | 8.49% | 17q | +4.5%+$1.9M |
| Alpha Financial Advisors, LLC | $44.2M | 1,186,703 | 11.57% | 15q | +2.3%+$997.8K |
| AdvisorNet Financial, Inc | $43.3M | 1,161,091 | 1.98% | 17q | +0.9%+$370.4K |
| EnRich Financial Partners LLC | $42.7M | 1,146,900 | 10.15% | 11q | +2.3%+$968.3K |
| HILL ISLAND FINANCIAL LLC | $42.4M | 1,139,283 | 9.06% | 5q | +3.9%+$1.6M |
| True Wealth Design, LLC | $42.3M | 1,136,103 | 10.07% | 15q | +6.9%+$2.7M |
| American Trust | $42.3M | 1,134,501 | 3.26% | 3q | +4.2%+$1.7M |
| BCU Wealth Advisors, LLC | $41.9M | 1,124,264 | 13.91% | 11q | +4.8%+$1.9M |
| Kestra Advisory Services, LLC | $41.3M | 1,107,907 | 0.13% | 16q | +55.6%+$14.8M |
| ARK & TLK INVESTMENTS, LLC | $40.0M | 1,074,334 | 9.86% | 11q | +0.9%+$370.3K |
| CAPSTONE CAPITAL LLC | $39.7M | 1,065,523 | 22.68% | 11q | +1.1%+$427.9K |
| Trust Co of the South | $39.7M | 1,065,016 | 5.59% | 11q | +5.1%+$1.9M |
| Straight Path Wealth Management | $39.6M | 1,061,732 | 9.25% | 17q | +1.7%+$679.1K |
| Pine Harbor Wealth Management, LLC | $39.5M | 1,059,460 | 10.57% | 11q | +4.1%+$1.5M |
| Ullmann Wealth Partners Group, LLC | $39.2M | 1,051,864 | 3.56% | 14q | -2.6%-$1.1M |
| Tassel Capital Management, Inc. | $39.2M | 1,051,521 | 18.34% | 7q | +8.4%+$3.0M |
| BURNEY CO/ | $39.1M | 1,049,563 | 1.05% | 17q | +8.5%+$3.1M |
| Mattern Wealth Management LLC | $38.1M | 1,021,560 | 6.25% | 12q | +4.0%+$1.5M |
| TFO Wealth Partners, LLC | $38.0M | 1,020,265 | 4.14% | 4q | +114.2%+$20.3M |
| SC&H Financial Advisors, Inc. | $37.6M | 1,008,819 | 4.99% | 17q | +4.7%+$1.7M |
| United Wealth Management, LLC | $36.8M | 986,763 | 8.27% | 7q | +0.7%+$268.5K |
| RAYMOND JAMES FINANCIAL INC | $35.5M | 951,573 | 0.01% | 7q | +34.6%+$9.1M |
| Pinnacle Financial Group, LLC / IL | $34.6M | 929,846 | 8.46% | 18q | +1.4%+$482.4K |
| Financial Engines Advisors L.L.C. | $33.9M | 910,165 | 0.06% | 10q | -4.2%-$1.5M |
| ACORN CREEK CAPITAL LLC | $32.8M | 879,322 | 10.95% | 11q | -2.4%-$790.1K |
| Integrity Advisory Solutions, LLC | $32.7M | 876,402 | 3.36% | 4q | +6.5%+$2.0M |
| Freedom Investment Management, Inc. | $32.6M | 875,410 | 9.08% | 11q | HELD |
| Hurlow Wealth Management Group, Inc. | $31.8M | 853,239 | 6.61% | 15q | +9.9%+$2.9M |
| Quantum Financial Planning Services, Inc. | $31.7M | 850,171 | 9.82% | 4q | +6.8%+$2.0M |
| Lutz Financial Services LLC | $31.0M | 833,294 | 1.89% | 15q | +5.4%+$1.6M |
| MJP ASSOCIATES INC /ADV | $31.0M | 832,574 | 3.39% | 2q | -12.3%-$4.4M |
| Advisor OS, LLC | $31.0M | 832,574 | 2.07% | 2q | -12.1%-$4.3M |
| Rachor Investment Advisory Services, LLC | $30.8M | 827,571 | 15.18% | 3q | +3.4%+$1.0M |
| Krilogy Financial LLC | $30.6M | 820,801 | 0.90% | 16q | -4.8%-$1.5M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $30.5M | 818,259 | 4.34% | 11q | +1.5%+$456.6K |
| Evanson Financial, LLC | $30.0M | 805,048 | 1.47% | new | FIRST |
Showing the largest 100 of 636 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 616 | $13.3B | 356,969,822 | 45 | 331 | 124 | 0.0% |
| Q1 2026 | 594 | $10.6B | 297,825,296 | 73 | 258 | 138 | 0.0% |
| Q4 2025 | 546 | $9.6B | 278,071,974 | 60 | 246 | 113 | 0.0% |
| Q3 2025 | 472 | $8.3B | 254,231,580 | 38 | 233 | 113 | 0.0% |
| Q2 2025 | 463 | $8.4B | 271,608,876 | 44 | 220 | 126 | 0.0% |
| Q1 2025 | 425 | $7.2B | 260,652,695 | 36 | 204 | 102 | 0.0% |
| Q4 2024 | 403 | $6.4B | 245,036,912 | 32 | 202 | 56 | 0.0% |
| Q3 2024 | 330 | $6.1B | 216,041,186 | 32 | 178 | 59 | 0.0% |
| Q2 2024 | 309 | $5.4B | 203,599,501 | 21 | 182 | 46 | 0.0% |
| Q1 2024 | 297 | $4.4B | 162,862,042 | 25 | 178 | 48 | 0.0% |
| Q4 2023 | 285 | $4.0B | 158,256,150 | 39 | 147 | 41 | 0.0% |
| Q3 2023 | 228 | $2.9B | 122,137,815 | 28 | 138 | 31 | 0.0% |
| Q2 2023 | 206 | $2.6B | 107,737,496 | 17 | 125 | 29 | 0.0% |
| Q1 2023 | 190 | $2.0B | 81,126,089 | 30 | 109 | 16 | 0.0% |
| Q4 2022 | 158 | $1.5B | 64,790,272 | 46 | 65 | 13 | 0.0% |
| Q3 2022 | 98 | $686.9M | 35,609,988 | 35 | 45 | 16 | 0.0% |
| Q2 2022 | 71 | $359.3M | 16,695,582 | 60 | 9 | 1 | 0.0% |
| Q1 2022 | 12 | $63.7M | 2,556,881 | 12 | 0 | 0 | 0.0% |