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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
134,710
shares
|
$4.15 Million
0.31% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
134,103
shares
|
$4.13 Million
1.95% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
134,056
shares
|
$4.13 Million
2.18% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
127,763
shares
|
$3.94 Million
0.78% of portfolio
|
Q2 2025
Reduced 12.46%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
127,224
shares
|
$3.92 Million
2.36% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
126,495
shares
|
$3.9 Million
2.84% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
124,656
shares
|
$3.84 Million
1.51% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
124,050
shares
|
$3.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
120,637
shares
|
$3.72 Million
0.67% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
119,304
shares
|
$3.68 Million
1.1% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
119,197
shares
|
$3.67 Million
2.41% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
109,640
shares
|
$3.38 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
109,539
shares
|
$3.38 Million
0.25% of portfolio
|
Q2 2025
Added 110.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
106,376
shares
|
$3.28 Million
0.02% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
104,254
shares
|
$3.21 Million
0.1% of portfolio
|
Q2 2025
Added 70.45%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
102,848
shares
|
$3.17 Million
1.52% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
95,150
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
91,133
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Added 38.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
90,280
shares
|
$2.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.53%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
86,980
shares
|
$2.68 Million
1.33% of portfolio
|
Q4 2023
Reduced 19.37%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
86,928
shares
|
$2.68 Million
1.96% of portfolio
|
Q2 2025
Reduced 22.6%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
85,935
shares
|
$2.65 Million
0.38% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
85,356
shares
|
$2.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
82,871
shares
|
$2.55 Million
0.84% of portfolio
|
Q2 2025
Added 55.13%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
82,058
shares
|
$2.53 Million
1.16% of portfolio
|
Q2 2025
Reduced 0.93%
|