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 |
|---|---|---|---|---|---|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
493,614
shares
|
$13.4 Million
6.49% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
488,856
shares
|
$13.3 Million
0.03% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
487,731
shares
|
$13.2 Million
0.05% of portfolio
|
Q1 2025
Added 67.53%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
477,149
shares
|
$12.9 Million
2.05% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
450,988
shares
|
$12.2 Million
2.63% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
437,704
shares
|
$11.9 Million
0.53% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
413,753
shares
|
$11.2 Million
2.14% of portfolio
|
Q1 2025
Added 20.61%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
397,493
shares
|
$10.8 Million
1.56% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
362,456
shares
|
$9.83 Million
0.29% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
341,552
shares
|
$9.26 Million
2.57% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
331,836
shares
|
$9 Million
0.0% of portfolio
|
Q1 2025
Added 168.83%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
318,774
shares
|
$8.64 Million
1.07% of portfolio
|
Q1 2025
Added 36.24%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
317,941
shares
|
$8.62 Million
2.51% of portfolio
|
Q1 2025
Added 54.49%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
317,122
shares
|
$8.6 Million
4.8% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
305,344
shares
|
$8.28 Million
2.39% of portfolio
|
Q1 2025
Added 90.81%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
293,071
shares
|
$7.95 Million
3.82% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
279,818
shares
|
$7.59 Million
0.0% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
270,088
shares
|
$7.32 Million
2.18% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
269,960
shares
|
$7.32 Million
0.17% of portfolio
|
Q1 2025
Reduced 21.09%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
263,310
shares
|
$7.14 Million
3.01% of portfolio
|
Q1 2025
Added 28.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
257,869
shares
|
$6.99 Million
0.08% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
257,153
shares
|
$6.97 Million
0.04% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
253,695
shares
|
$6.88 Million
2.31% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
252,082
shares
|
$6.83 Million
4.81% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
250,831
shares
|
$6.8 Million
1.19% of portfolio
|
Q1 2025
Added 7.93%
|