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 275 institutions that hold shares in the stock, with a total of 85.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
4,990
shares
|
$153,841
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
4,336
shares
|
$133,678
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,428
shares
|
$105,685
0.0% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,420
shares
|
$105,438
0.01% of portfolio
|
Q2 2025
Reduced 47.84%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
3,228
shares
|
$99,519
0.01% of portfolio
|
Q2 2025
Added 46.33%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
3,089
shares
|
$95,233
0.08% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,474
shares
|
$76,273
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,750
shares
|
$53,952
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,688
shares
|
$52,041
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
1,600
shares
|
$49,328
0.02% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,502
shares
|
$46,306
0.0% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,410
shares
|
$43,470
0.0% of portfolio
|
Q2 2025
Added 96.11%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,352
shares
|
$41,682
0.0% of portfolio
|
Q2 2025
Added 24.04%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,184
shares
|
$36,502
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,140
shares
|
$35,146
0.0% of portfolio
|
Q2 2025
Added 71.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,046
shares
|
$32,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
845
shares
|
$26,051
0.0% of portfolio
|
Q1 2025
Reduced 73.39%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
834
shares
|
$25,712
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
716
shares
|
$22,074
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
696
shares
|
$21,457
0.0% of portfolio
|
Q2 2025
Reduced 75.4%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
676
shares
|
$20,841
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
661
shares
|
$20,378
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
649
shares
|
$20,008
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
625
shares
|
$19,268
0.0% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
591
shares
|
$18,220
0.0% of portfolio
|
Q3 2024
New holding
|