Dimensional ETF Trust (DFIC): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow DFIC for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 642

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$37.26

+4.9% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of DFIC (all 13F filers)

Mercer Global Advisors41.5 MWealth adviser+3.0 M
Forum Financial Management16.5 MType not verified+245 K
Evensky & Katz6.1 MType not verified+36 K
Envestnet Asset Management6.0 MWealth adviser+526 K
JMG Financial Group5.0 MType not verified+187 K
Apella Capital4.8 MType not verified+220 K
Greenspring Advisors4.5 MType not verified+28 K
HighTower Advisors4.3 MWealth adviser+13 K
RW Investment Management4.2 MType not verified−17 K
Summit Financial Strategies4.0 MType not verified+80 K

Filer	Type
Mercer Global Advisors	Wealth adviser	41.5 M	+3.0 M	$1.5 bn
Forum Financial Management	Type not verified	16.5 M	+245 K	$614M
Evensky & Katz	Type not verified	6.1 M	+36 K	$227M
Envestnet Asset Management	Wealth adviser	6.0 M	+526 K	$222M
JMG Financial Group	Type not verified	5.0 M	+187 K	$185M
Apella Capital	Type not verified	4.8 M	+220 K	$179M
Greenspring Advisors	Type not verified	4.5 M	+28 K	$167M
HighTower Advisors	Wealth adviser	4.3 M	+13 K	$161M
RW Investment Management	Type not verified	4.2 M	−17 K	$157M
Summit Financial Strategies	Type not verified	4.0 M	+80 K	$148M

Mercer Global Advisors
Shares
41.5 M
Change
+3.0 M
See more
Type
Wealth adviser
Value
$1.5 bn
Forum Financial Management
Shares
16.5 M
Change
+245 K
See more
Type
Type not verified
Value
$614M
Evensky & Katz
Shares
6.1 M
Change
+36 K
See more
Type
Type not verified
Value
$227M
Envestnet Asset Management
Shares
6.0 M
Change
+526 K
See more
Type
Wealth adviser
Value
$222M
JMG Financial Group
Shares
5.0 M
Change
+187 K
See more
Type
Type not verified
Value
$185M
Apella Capital
Shares
4.8 M
Change
+220 K
See more
Type
Type not verified
Value
$179M
Greenspring Advisors
Shares
4.5 M
Change
+28 K
See more
Type
Type not verified
Value
$167M
HighTower Advisors
Shares
4.3 M
Change
+13 K
See more
Type
Wealth adviser
Value
$161M
RW Investment Management
Shares
4.2 M
Change
−17 K
See more
Type
Type not verified
Value
$157M
Summit Financial Strategies
Shares
4.0 M
Change
+80 K
See more
Type
Type not verified
Value
$148M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗