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 169 institutions that hold shares in the stock, with a total of 48.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
11,665,328
shares
|
$301 Million
0.4% of portfolio
|
Q1 2024
Added 1151.04%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
6,198,921
shares
|
$160 Million
2.34% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
4,083,703
shares
|
$105 Million
0.16% of portfolio
|
Q1 2024
Added 2.77%
|
|
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
|
May 03, 2024 Q1 2024 |
2,183,728
shares
|
$56.4 Million
0.63% of portfolio
|
Q1 2024
Added 35.42%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,400,821
shares
|
$36.2 Million
0.01% of portfolio
|
Q1 2024
Added 3.19%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
1,066,516
shares
|
$27.5 Million
2.09% of portfolio
|
Q1 2024
Reduced 2.92%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
1,039,095
shares
|
$26.8 Million
0.34% of portfolio
|
Q1 2024
Added 14.99%
|
|
Efficient Advisors, LLC
|
May 09, 2024 Q1 2024 |
942,616
shares
|
$24.3 Million
1.52% of portfolio
|
Q1 2024
Added 4.57%
|
|
Evanson Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
916,541
shares
|
$23.7 Million
1.83% of portfolio
|
Q1 2024
Added 9.69%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
886,390
shares
|
$22.9 Million
0.01% of portfolio
|
Q1 2024
Added 13.6%
|
|
Total Wealth Planning, LLC
|
Apr 18, 2024 Q1 2024 |
823,172
shares
|
$21.3 Million
3.71% of portfolio
|
Q1 2024
Added 5.1%
|
|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
799,532
shares
|
$20.6 Million
0.39% of portfolio
|
Q1 2024
Added 5.6%
|
|
Tci Wealth Advisors, Inc.
|
May 07, 2024 Q1 2024 |
739,189
shares
|
$19.1 Million
1.91% of portfolio
|
Q1 2024
Added 7.02%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
684,779
shares
|
$17.7 Million
0.29% of portfolio
|
Q4 2022
New holding
|
|
Merriman Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
564,163
shares
|
$14.6 Million
0.65% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
466,795
shares
|
$12.1 Million
2.85% of portfolio
|
Q1 2024
Added 1.45%
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
May 03, 2024 Q1 2024 |
452,782
shares
|
$11.7 Million
6.25% of portfolio
|
Q1 2024
Added 3.43%
|
|
Planning Center, Inc.
|
Apr 22, 2024 Q1 2024 |
444,873
shares
|
$11.5 Million
2.59% of portfolio
|
Q1 2024
Added 7.47%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 13, 2024 Q1 2024 |
405,744
shares
|
$10.5 Million
2.33% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
390,997
shares
|
$10.1 Million
0.25% of portfolio
|
Q1 2024
Added 2.02%
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 22, 2024 Q1 2024 |
370,194
shares
|
$9.56 Million
2.37% of portfolio
|
Q1 2024
Added 37.73%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
346,930
shares
|
$8.96 Million
0.02% of portfolio
|
Q1 2024
Added 3.59%
|
|
Index Fund Advisors, Inc.
|
May 13, 2024 Q1 2024 |
344,862
shares
|
$8.9 Million
0.49% of portfolio
|
Q1 2024
Added 19.5%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
334,951
shares
|
$8.65 Million
0.22% of portfolio
|
Q1 2024
Added 775.73%
|