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 195 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
381,079
shares
|
$9.49 Million
1.64% of portfolio
|
Q3 2024
Added 43.92%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
374,249
shares
|
$9.32 Million
0.24% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
361,625
shares
|
$9 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
310,125
shares
|
$7.72 Million
4.5% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
305,974
shares
|
$7.62 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
299,152
shares
|
$7.45 Million
1.65% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
286,872
shares
|
$7.14 Million
0.24% of portfolio
|
Q3 2024
Added 25.83%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
279,075
shares
|
$6.95 Million
2.68% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
250,226
shares
|
$6.23 Million
3.69% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
246,335
shares
|
$6.13 Million
0.08% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
217,555
shares
|
$5.41 Million
0.21% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
216,997
shares
|
$5.4 Million
0.06% of portfolio
|
Q2 2024
Added 8.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
209,823
shares
|
$5.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
204,132
shares
|
$5.08 Million
1.0% of portfolio
|
Q3 2024
Added 30.91%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
186,621
shares
|
$4.64 Million
1.38% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
176,199
shares
|
$4.39 Million
0.14% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
167,647
shares
|
$4.17 Million
1.32% of portfolio
|
Q3 2024
Added 22.39%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
165,216
shares
|
$4.11 Million
2.35% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
144,652
shares
|
$3.6 Million
1.99% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
144,123
shares
|
$3.59 Million
0.02% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
144,121
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
139,850
shares
|
$3.48 Million
0.0% of portfolio
|
Q3 2024
Added 128.82%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
135,174
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
131,863
shares
|
$3.28 Million
0.04% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
129,276
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2024
Added 2.56%
|