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 |
|---|---|---|---|---|---|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
128,511
shares
|
$3.2 Million
0.7% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
124,620
shares
|
$3.1 Million
1.95% of portfolio
|
Q3 2024
Added 21.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
122,976
shares
|
$3.06 Million
0.06% of portfolio
|
Q3 2024
Added 27.36%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
120,217
shares
|
$2.99 Million
1.47% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
118,459
shares
|
$2.95 Million
1.31% of portfolio
|
Q3 2024
Added 28.97%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
117,464
shares
|
$2.92 Million
0.3% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
103,180
shares
|
$2.57 Million
2.19% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
101,248
shares
|
$2.52 Million
0.09% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
100,415
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2024
Added 19.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
99,768
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
99,340
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 94.4%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
94,717
shares
|
$2.36 Million
0.77% of portfolio
|
Q3 2024
Added 21.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
93,445
shares
|
$2.33 Million
0.05% of portfolio
|
Q3 2024
Added 17.66%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
92,718
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
92,058
shares
|
$2.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.64%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
89,003
shares
|
$2.22 Million
1.04% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
86,980
shares
|
$2.16 Million
1.33% of portfolio
|
Q4 2023
Reduced 19.37%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
84,794
shares
|
$2.11 Million
1.19% of portfolio
|
Q3 2024
Added 17.03%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
84,710
shares
|
$2.11 Million
0.42% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
81,499
shares
|
$2.03 Million
0.46% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
71,474
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Added 16.65%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
69,753
shares
|
$1.74 Million
0.62% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
69,015
shares
|
$1.72 Million
0.64% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
66,051
shares
|
$1.64 Million
0.14% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
65,360
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.24%
|