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 |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
181
shares
|
$4,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
171
shares
|
$4,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
166
shares
|
$4,287
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
130
shares
|
$3,357
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
40
shares
|
$1,033
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
25
shares
|
$645
0.0% of portfolio
|
Q4 2024
Reduced 91.35%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
24
shares
|
$619
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
17
shares
|
$439
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
17
shares
|
$439
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
8
shares
|
$206
0.0% of portfolio
|
Q4 2024
New holding
|