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 274 institutions that hold shares in the stock, with a total of 86.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
254,217
shares
|
$8.06 Million
2.46% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
244,836
shares
|
$7.77 Million
1.89% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
242,054
shares
|
$7.68 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
232,628
shares
|
$7.38 Million
2.25% of portfolio
|
Q3 2025
Added 17.96%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
227,245
shares
|
$7.21 Million
1.91% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
226,264
shares
|
$7.18 Million
0.68% of portfolio
|
Q2 2025
Added 566.7%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
225,769
shares
|
$7.16 Million
2.98% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
216,997
shares
|
$6.88 Million
0.06% of portfolio
|
Q2 2024
Added 8.87%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
193,603
shares
|
$6.14 Million
1.44% of portfolio
|
Q2 2025
Added 273.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
192,928
shares
|
$6.12 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
|
$6.12 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
|
$5.99 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
188,157
shares
|
$5.97 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
|
$5.93 Million
2.31% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
185,167
shares
|
$5.87 Million
1.08% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
181,880
shares
|
$5.77 Million
0.17% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
181,778
shares
|
$5.77 Million
0.29% of portfolio
|
Q2 2025
Reduced 25.35%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
180,016
shares
|
$5.71 Million
0.03% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
158,226
shares
|
$5.02 Million
0.0% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
150,280
shares
|
$4.77 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
150,213
shares
|
$4.76 Million
0.01% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
147,652
shares
|
$4.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
143,734
shares
|
$4.56 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
140,525
shares
|
$4.46 Million
2.08% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
139,914
shares
|
$4.44 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.97%
|