Institutional Ownership Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS). We have compiled data on the 274 institutions that hold shares in the stock, with a total of 86.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
18,702,026
shares
|
$593 Million
0.43% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Matson Money. Inc.
|
Jul 30, 2025 Q2 2025 |
12,475,814
shares
|
$396 Million
12.99% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
3,343,785
shares
|
$106 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
2,931,693
shares
|
$93 Million
0.36% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
2,856,366
shares
|
$90.6 Million
1.31% of portfolio
|
Q2 2025
Reduced 24.64%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,604,630
shares
|
$82.6 Million
3.04% of portfolio
|
Q3 2022
Added 50.86%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,114,301
shares
|
$67.1 Million
0.41% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,089,206
shares
|
$66.3 Million
0.05% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,770,378
shares
|
$56.2 Million
0.02% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,627,775
shares
|
$51.6 Million
0.52% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
1,603,456
shares
|
$50.9 Million
0.4% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,419,401
shares
|
$45 Million
2.95% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,345,355
shares
|
$42.7 Million
4.31% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,299,052
shares
|
$41.2 Million
2.62% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,243,971
shares
|
$39.5 Million
0.02% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,175,521
shares
|
$37.3 Million
0.61% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,156,857
shares
|
$36.7 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
1,136,870
shares
|
$36.1 Million
4.43% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
988,847
shares
|
$31.4 Million
1.76% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
636,289
shares
|
$20.2 Million
1.84% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
610,277
shares
|
$19.4 Million
0.97% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
602,113
shares
|
$19.1 Million
0.03% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
593,258
shares
|
$18.8 Million
0.01% of portfolio
|
Q2 2025
Added 13016.47%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
590,889
shares
|
$18.7 Million
3.15% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
569,891
shares
|
$18.1 Million
0.45% of portfolio
|
Q2 2025
New holding
|