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 253 institutions that hold shares in the stock, with a total of 93.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
18,230,993
shares
|
$494 Million
0.16% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Matson Money. Inc.
|
May 02, 2025 Q1 2025 |
12,475,814
shares
|
$338 Million
11.74% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
11,415,836
shares
|
$309 Million
3.44% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,903,101
shares
|
$106 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
3,790,191
shares
|
$103 Million
1.68% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,589,812
shares
|
$97.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,604,630
shares
|
$70.6 Million
3.04% of portfolio
|
Q3 2022
Added 50.86%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,805,040
shares
|
$48.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,774,252
shares
|
$48.1 Million
0.35% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,700,898
shares
|
$46.1 Million
0.01% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
1,440,087
shares
|
$39 Million
0.46% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,411,360
shares
|
$38.3 Million
3.16% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
1,361,318
shares
|
$36.9 Million
4.11% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,199,831
shares
|
$32.5 Million
0.02% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
1,161,557
shares
|
$31.5 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,132,539
shares
|
$30.7 Million
2.2% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
1,070,693
shares
|
$29 Million
4.58% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,027,694
shares
|
$27.9 Million
1.73% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
849,812
shares
|
$23 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
684,779
shares
|
$18.6 Million
0.29% of portfolio
|
Q4 2022
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
608,357
shares
|
$16.5 Million
1.68% of portfolio
|
Q1 2025
Added 20.44%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
590,889
shares
|
$16 Million
3.15% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
585,286
shares
|
$15.9 Million
0.97% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
534,781
shares
|
$14.5 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
518,622
shares
|
$14.1 Million
3.12% of portfolio
|
Q3 2024
Added 6.87%
|