DFIC: Dimensional Etf Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
640 institutions reported holding $11.70B of Dimensional Etf Trust on Form 13F (616 the quarter before). 51 opened a new position and 22 sold out. Shares held by institutions: +7%.
| Largest holders | Shares | Value |
|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 41,492,937 | $1.55B |
| Forum Financial Management, LP | 16,467,379 | $613.57M |
| ENVESTNET ASSET MANAGEMENT INC | 5,961,527 | $222.13M |
| JMG Financial Group, Ltd. | 4,973,487 | $185.31M |
| Apella Capital, LLC | 4,772,870 | $179.27M |
| Greenspring Advisors, LLC | 4,494,230 | $167.46M |
| HighTower Advisors, LLC | 4,329,141 | $161.30M |
| RW Investment Management LLC | 4,217,089 | $157.13M |
| Summit Financial Strategies, Inc. | 3,967,115 | $147.81M |
| LPL Financial LLC | 3,963,122 | $147.67M |
Get new insider and activist filings the morning after: daily alerts. Not investment advice.