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 |
|---|---|---|---|---|---|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
254,682
shares
|
$7.85 Million
2.08% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
249,247
shares
|
$7.68 Million
1.94% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
242,054
shares
|
$7.46 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
226,264
shares
|
$6.98 Million
0.68% of portfolio
|
Q2 2025
Added 566.7%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
225,769
shares
|
$6.96 Million
2.98% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
216,997
shares
|
$6.69 Million
0.06% of portfolio
|
Q2 2024
Added 8.87%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
207,218
shares
|
$6.39 Million
1.78% of portfolio
|
Q2 2025
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
197,207
shares
|
$6.08 Million
1.98% of portfolio
|
Q2 2025
Added 14.96%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
193,603
shares
|
$5.97 Million
1.44% of portfolio
|
Q2 2025
Added 273.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
192,928
shares
|
$5.95 Million
0.0% of portfolio
|
Q2 2025
Added 279.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
192,781
shares
|
$5.94 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
188,787
shares
|
$5.82 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
188,157
shares
|
$5.8 Million
1.54% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
186,851
shares
|
$5.76 Million
2.31% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
181,778
shares
|
$5.6 Million
0.29% of portfolio
|
Q2 2025
Reduced 25.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
177,754
shares
|
$5.48 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
172,079
shares
|
$5.31 Million
0.99% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
170,047
shares
|
$5.24 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
158,226
shares
|
$4.88 Million
0.0% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
150,280
shares
|
$4.63 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
147,652
shares
|
$4.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
146,843
shares
|
$4.53 Million
0.01% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
146,839
shares
|
$4.53 Million
1.65% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
143,734
shares
|
$4.43 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
139,914
shares
|
$4.31 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.97%
|