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 234 institutions that hold shares in the stock, with a total of 81.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
17,716,121
shares
|
$458 Million
0.42% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Matson Money. Inc.
|
Jan 27, 2025 Q4 2024 |
12,414,984
shares
|
$321 Million
10.93% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
10,678,258
shares
|
$276 Million
3.42% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,819,264
shares
|
$98.7 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,604,630
shares
|
$67.3 Million
3.04% of portfolio
|
Q3 2022
Added 50.86%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,075,112
shares
|
$53.6 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,849,316
shares
|
$47.8 Million
0.04% of portfolio
|
Q4 2024
Added 2729.43%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,649,029
shares
|
$42.6 Million
0.01% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,381,380
shares
|
$35.7 Million
0.35% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
1,293,194
shares
|
$33.4 Million
2.81% of portfolio
|
Q4 2024
Added 17.07%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,234,291
shares
|
$31.9 Million
3.52% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 13, 2025 Q4 2024 |
1,167,811
shares
|
$30.2 Million
0.58% of portfolio
|
Q4 2024
Added 46.06%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,147,462
shares
|
$29.6 Million
2.05% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,123,630
shares
|
$29 Million
0.01% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,039,443
shares
|
$26.8 Million
1.64% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
1,013,931
shares
|
$26.2 Million
4.12% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
684,779
shares
|
$17.7 Million
0.29% of portfolio
|
Q4 2022
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
569,882
shares
|
$14.7 Million
0.78% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
534,781
shares
|
$13.8 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
518,622
shares
|
$13.4 Million
3.12% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
505,121
shares
|
$13 Million
1.54% of portfolio
|
Q4 2024
Added 32.55%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
481,862
shares
|
$12.4 Million
2.71% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
477,221
shares
|
$12.3 Million
6.45% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
464,498
shares
|
$12 Million
0.59% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
456,531
shares
|
$11.8 Million
1.96% of portfolio
|
Q4 2024
Added 0.46%
|