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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
526,925
shares
|
$16.2 Million
0.03% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
518,622
shares
|
$16 Million
3.12% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
493,614
shares
|
$15.2 Million
6.49% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
468,911
shares
|
$14.5 Million
2.17% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
441,157
shares
|
$13.6 Million
2.74% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
424,985
shares
|
$13.1 Million
1.71% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
417,258
shares
|
$12.9 Million
2.19% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
401,786
shares
|
$12.4 Million
1.41% of portfolio
|
Q2 2025
Added 26.04%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
395,679
shares
|
$12.2 Million
0.48% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
394,531
shares
|
$12.2 Million
0.34% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
371,128
shares
|
$11.4 Million
2.71% of portfolio
|
Q2 2025
Added 16.73%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
361,849
shares
|
$11.2 Million
0.34% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
354,233
shares
|
$10.9 Million
4.06% of portfolio
|
Q2 2025
Added 96.47%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
335,218
shares
|
$10.3 Million
2.83% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
318,798
shares
|
$9.83 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
|
$9.61 Million
2.54% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
306,157
shares
|
$9.44 Million
3.71% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
292,262
shares
|
$9.01 Million
3.26% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
289,787
shares
|
$8.93 Million
2.5% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
279,818
shares
|
$8.63 Million
0.0% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
271,668
shares
|
$8.38 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
262,231
shares
|
$8.08 Million
4.95% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
256,407
shares
|
$7.91 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
|
$7.89 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
255,733
shares
|
$7.88 Million
2.47% of portfolio
|
Q2 2025
Added 0.8%
|