DFIC Institutional Ownership & Shareholders
DIMENSIONAL INTERNATIONAL CO (DFIC) is currently held by 640 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.78B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of DFIC tracked by InsiderSet, reporting ownership valued at approximately $1.55B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.56B, representing an estimated gain of +1.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 30% of the total disclosed DFIC value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Forum Financial Management, Lp, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in DIMENSIONAL INTERNATIONAL CO (DFIC).
This page ranks the largest institutional DFIC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
640
Total Reported Value
$11.78B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$1.55B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 1.91% | 41,492,937 | $1,546,026,817 | $1,562,624,007 | +$16,597,190 | +1.07% | |
| Forum Financial Management, Lp | 8.16% | 16,693,558 | $627,844,731 | $628,679,394 | +$834,663 | +0.13% | |
| Envestnet Asset Management Inc | 0.05% | 5,961,527 | $222,126,485 | $224,511,107 | +$2,384,622 | +1.07% | |
| Apella Capital, Llc | 2.40% | 5,071,742 | $189,378,853 | $191,001,804 | +$1,622,951 | +0.86% | |
| Jmg Financial Group, Ltd. | 4.48% | 4,973,487 | $185,312,117 | $187,301,520 | +$1,989,403 | +1.07% | |
| Greenspring Advisors, Llc | 9.28% | 4,494,230 | $167,455,030 | $169,252,702 | +$1,797,672 | +1.07% | |
| Plancorp, Llc | 3.63% | 4,268,771 | $159,950,857 | $160,761,916 | +$811,059 | +0.51% | |
| Rw Investment Management Llc | 13.98% | 4,196,787 | $157,841,157 | $158,050,998 | +$209,841 | +0.13% | |
| Summit Financial Strategies, Inc. | 10.55% | 4,044,958 | $152,130,887 | $152,333,118 | +$202,231 | +0.13% | |
| Lpl Financial Llc | 0.03% | 3,963,122 | $147,665,922 | $149,251,175 | +$1,585,253 | +1.07% | |
| Awm Capital, Llc | 9.98% | 3,770,822 | $141,820,640 | $142,009,157 | +$188,517 | +0.13% | |
| Maseco Llp | 3.87% | 3,759,654 | $141,419,375 | $141,588,570 | +$169,195 | +0.12% | |
| Cannon Financial Strategists, Inc. | 15.44% | 3,632,545 | $136,620,004 | $136,801,645 | +$181,641 | +0.13% | |
| Focus Partners Wealth | 0.13% | 3,422,470 | $127,521,269 | $128,890,220 | +$1,368,951 | +1.07% | |
| Sageworth Trust Co | 4.76% | 3,355,681 | $126,207,168 | $126,374,946 | +$167,778 | +0.13% | |
| Assetmark, Inc | 0.21% | 3,254,319 | $122,394,937 | $122,557,654 | +$162,717 | +0.13% | |
| Symmetry Partners, Llc | 5.77% | 3,002,638 | $112,929,206 | $113,079,347 | +$150,141 | +0.13% | |
| Annex Advisory Services, Llc | 1.83% | 2,969,717 | $111,691,043 | $111,839,542 | +$148,499 | +0.13% | |
| Asset Dedication, Llc | 6.14% | 2,637,835 | $99,208,965 | $99,340,866 | +$131,901 | +0.13% | |
| Beacon Pointe Advisors, Llc | 0.45% | 2,581,098 | $96,171,719 | $97,204,151 | +$1,032,432 | +1.07% | |
| Phillips Financial Management, Llc | 7.32% | 2,543,893 | $95,675,829 | $95,803,010 | +$127,181 | +0.13% | |
| Jane Street Group, Llc | 0.06% | 2,513,803 | $93,664,300 | $94,669,821 | +$1,005,521 | +1.07% | |
| Pathstone Holdings, Llc | 0.37% | 2,603,022 | $92,485,366 | $98,029,809 | +$5,544,443 | +5.99% | |
| Aspen Capital Management, Llc | 19.58% | 2,380,785 | $88,708,061 | $89,660,363 | +$952,302 | +1.07% | |
| Brighton Jones Llc | 1.54% | 2,342,361 | $88,096,203 | $88,213,315 | +$117,112 | +0.13% | |
| Wpwealth Llp | 13.06% | 2,362,665 | $88,032,893 | $88,977,964 | +$945,071 | +1.07% | |
| Rockbridge Investment Management, Lcc | 7.11% | 2,349,813 | $87,554,045 | $88,493,958 | +$939,913 | +1.07% | |
| Rather & Kittrell, Inc. | 12.20% | 2,342,238 | $87,271,797 | $88,208,683 | +$936,886 | +1.07% | |
| Elser Financial Planning, Inc | 3.76% | 2,282,383 | $85,840,428 | $85,954,544 | +$114,116 | +0.13% | |
| Leading Edge Financial Planning Llc | 17.31% | 2,220,664 | $83,519,168 | $83,630,206 | +$111,038 | +0.13% | |
| Sjs Investment Consulting Inc. | 8.38% | 2,213,198 | $83,238,366 | $83,349,037 | +$110,671 | +0.13% | |
| Onedigital Investment Advisors Llc | 0.68% | 2,176,295 | $81,088,768 | $81,959,270 | +$870,502 | +1.07% | |
| Moss Adams Wealth Advisors Llc | 5.07% | 2,069,828 | $77,846,243 | $77,949,722 | +$103,479 | +0.13% | |
| Syverson Strege & Co | 16.83% | 2,061,898 | $77,548,002 | $77,651,079 | +$103,077 | +0.13% | |
| Hill Investment Group Partners, Llc | 7.70% | 2,025,737 | $75,478,942 | $76,289,255 | +$810,313 | +1.07% | |
| Baird Financial Group, Inc. | 0.10% | 1,908,635 | $71,115,740 | $71,879,194 | +$763,454 | +1.07% | |
| Catalyst Capital Advisors Llc | 1.10% | 1,799,770 | $67,689,350 | $67,779,338 | +$89,988 | +0.13% | |
| Rockwood Wealth Management, Llc | 3.96% | 1,752,275 | $65,903,071 | $65,990,676 | +$87,605 | +0.13% | |
| Decisionpoint Financial, Llc | 11.25% | 1,731,401 | $64,546,635 | $65,204,562 | +$657,927 | +1.02% | |
| Focus Partners Advisor Solutions, Llc | 0.53% | 1,673,693 | $62,361,811 | $63,031,278 | +$669,467 | +1.07% | |
| Savant Capital, Llc | 0.18% | 1,673,458 | $62,353,168 | $63,022,428 | +$669,260 | +1.07% | |
| Betterment Llc | 0.11% | 1,669,988 | $62,224,000 | $62,891,748 | +$667,748 | +1.07% | |
| Aspen Wealth Management Llc | 9.84% | 1,640,569 | $61,701,809 | $61,783,829 | +$82,020 | +0.13% | |
| Tencap Wealth Coaching, Llc | 19.41% | 1,642,156 | $61,218,206 | $61,843,595 | +$625,389 | +1.02% | |
| Truepoint, Inc. | 1.28% | 1,639,559 | $61,089,975 | $61,745,792 | +$655,817 | +1.07% | |
| Millburn Ridgefield Llc | 1.15% | 1,627,486 | $60,640,128 | $61,291,123 | +$650,995 | +1.07% | |
| Vestmark Advisory Solutions, Inc. | 0.57% | 1,621,451 | $60,415,270 | $61,063,845 | +$648,575 | +1.07% | |
| Financial Plan, Inc. | 5.71% | 1,614,612 | $60,160,440 | $60,806,288 | +$645,848 | +1.07% | |
| Kooman & Associates | 15.88% | 1,581,981 | $59,498,293 | $59,577,404 | +$79,111 | +0.13% | |
| Miramar Fiduciary Corp | 56.14% | 1,523,973 | $56,783,234 | $57,392,823 | +$609,589 | +1.07% |
Frequently asked questions about DFIC
Who are the largest institutional holders of DFIC?
The largest institutional holders of DFIC reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Forum Financial Management, Lp, Envestnet Asset Management Inc, Apella Capital, Llc, and Jmg Financial Group, Ltd.. InsiderSet ranks institutional holders by their latest reported DFIC position.
What is DFIC institutional ownership?
This page tracks DFIC positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL INTERNATIONAL CO (DFIC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFIC?
InsiderSet currently tracks 640 institutional managers reporting DFIC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFIC shareholders.
How much DFIC stock do institutions own?
Institutional investment managers disclosed approximately $11.78B in DFIC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFIC institutional ownership last updated?
The latest DFIC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFIC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFIC position after the reporting date.
Are institutions buying or selling DFIC?
Institutional buying and selling can be analyzed by comparing DFIC positions across consecutive 13F reporting periods. InsiderSet's DFIC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFIC ownership changes.
How has DFIC institutional ownership changed over time?
InsiderSet tracks DFIC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.