Who Owns DIMENSIONAL ETF TRUST (DFIC)? -- Institutional Holders (2026-03-31)
625 institutions reported holding $10.86B of DIMENSIONAL ETF TRUST (DFIC) in SEC 13F filings for 2026-03-31. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($1.37B), Forum Financial Management, LP ($576.4M), Evensky & Katz LLC ($215.2M), ENVESTNET ASSET MANAGEMENT INC ($193.1M), Apella Capital, LLC ($172.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $1.37B | 38.5M | Added |
| 2 | Forum Financial Management, LP | $576.4M | 16.2M | Trimmed |
| 3 | Evensky & Katz LLC | $215.2M | 6.1M | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $193.1M | 5.4M | Added |
| 5 | Apella Capital, LLC | $172.9M | 4.6M | Added |
| 6 | JMG Financial Group, Ltd. | $170.1M | 4.8M | Added |
| 7 | Greenspring Advisors, LLC | $158.7M | 4.5M | Trimmed |
| 8 | HighTower Advisors, LLC | $153.4M | 4.3M | Trimmed |
| 9 | RW Investment Management LLC | $150.5M | 4.2M | Trimmed |
| 10 | Summit Financial Strategies, Inc. | $138.1M | 3.9M | Added |
| 11 | Plancorp, LLC | $130.7M | 3.5M | Added |
| 12 | AWM CAPITAL, LLC | $124.9M | 3.5M | Trimmed |
| 13 | LPL Financial LLC | $124.7M | 3.5M | Added |
| 14 | Cannon Financial Strategists, Inc. | $122.8M | 3.5M | Added |
| 15 | Sageworth Trust Co | $114.7M | 3.2M | Trimmed |
| 16 | Focus Partners Wealth | $113.4M | 3.2M | Added |
| 17 | MASECO LLP | $112.6M | 3.2M | Added |
| 18 | Symmetry Partners, LLC | $100.5M | 2.8M | Added |
| 19 | JANE STREET GROUP, LLC | $96.9M | 2.7M | New |
| 20 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $92.8M | 2.6M | Trimmed |
| 21 | Pathstone Holdings, LLC | $92.5M | 2.6M | Trimmed |
| 22 | Beacon Pointe Advisors, LLC | $92.2M | 2.6M | Added |
| 23 | Kestra Investment Management, LLC | $90.9M | 2.6M | Added |
| 24 | WPWealth LLP | $89.5M | 2.5M | Trimmed |
| 25 | Annex Advisory Services, LLC | $87.5M | 2.5M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31