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 |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
243,506
shares
|
$6.6 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
233,018
shares
|
$6.32 Million
1.85% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
216,997
shares
|
$5.88 Million
0.06% of portfolio
|
Q2 2024
Added 8.87%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
215,176
shares
|
$5.83 Million
0.07% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
214,208
shares
|
$5.81 Million
1.54% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
197,550
shares
|
$5.36 Million
2.46% of portfolio
|
Q1 2025
Added 29.04%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
187,820
shares
|
$5.09 Million
1.42% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
187,259
shares
|
$5.08 Million
0.16% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
180,298
shares
|
$4.89 Million
2.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
175,985
shares
|
$4.77 Million
0.03% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
173,334
shares
|
$4.7 Million
2.24% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
171,545
shares
|
$4.65 Million
1.66% of portfolio
|
Q1 2025
Added 16.87%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
157,417
shares
|
$4.27 Million
0.99% of portfolio
|
Q1 2025
Added 23.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
154,300
shares
|
$4.18 Million
0.0% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
145,945
shares
|
$3.96 Million
0.74% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
144,236
shares
|
$3.91 Million
1.47% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
144,189
shares
|
$3.91 Million
1.34% of portfolio
|
Q1 2025
Added 29.76%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
141,280
shares
|
$3.83 Million
0.06% of portfolio
|
Q1 2025
Added 30.04%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
140,425
shares
|
$3.81 Million
0.01% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
136,733
shares
|
$3.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
134,710
shares
|
$3.65 Million
0.31% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
134,570
shares
|
$3.65 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
131,030
shares
|
$3.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
130,276
shares
|
$3.53 Million
1.82% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
127,370
shares
|
$3.45 Million
2.75% of portfolio
|
Q1 2025
Reduced 6.63%
|