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 274 institutions that hold shares in the stock, with a total of 86.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
534,781
shares
|
$17 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
518,622
shares
|
$16.5 Million
3.12% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
488,815
shares
|
$15.5 Million
6.86% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
468,911
shares
|
$14.9 Million
2.17% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
461,886
shares
|
$14.7 Million
1.53% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
444,716
shares
|
$14.1 Million
3.08% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
441,157
shares
|
$14 Million
2.74% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
424,985
shares
|
$13.5 Million
1.71% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
417,258
shares
|
$13.2 Million
2.19% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
395,679
shares
|
$12.6 Million
0.48% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
394,531
shares
|
$12.5 Million
0.34% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
361,849
shares
|
$11.5 Million
0.34% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
354,233
shares
|
$11.2 Million
4.06% of portfolio
|
Q2 2025
Added 96.47%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
335,218
shares
|
$10.6 Million
2.83% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
333,908
shares
|
$10.6 Million
1.58% of portfolio
|
Q3 2025
Added 22.91%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
332,705
shares
|
$10.6 Million
2.97% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
318,798
shares
|
$10.1 Million
5.29% of portfolio
|
Q2 2025
Reduced 96.65%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
311,581
shares
|
$9.88 Million
2.54% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
292,262
shares
|
$9.27 Million
3.26% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
286,930
shares
|
$9.1 Million
2.41% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
279,818
shares
|
$8.88 Million
0.0% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
278,448
shares
|
$8.83 Million
4.97% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
261,155
shares
|
$8.28 Million
2.06% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
256,407
shares
|
$8.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
255,932
shares
|
$8.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.75%
|