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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
124,575
shares
|
$3.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
121,813
shares
|
$3.3 Million
2.3% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
118,166
shares
|
$3.2 Million
1.74% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Trinity Financial Advisors LLC
|
Apr 15, 2025 Q1 2025 |
116,218
shares
|
$3.15 Million
0.44% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
113,433
shares
|
$3.08 Million
1.25% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
112,569
shares
|
$3.05 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
112,312
shares
|
$3.04 Million
2.51% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
110,812
shares
|
$3 Million
0.09% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
109,038
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
107,474
shares
|
$2.91 Million
2.01% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
103,251
shares
|
$2.8 Million
0.54% of portfolio
|
Q1 2025
Added 26.05%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
100,992
shares
|
$2.74 Million
1.46% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
99,592
shares
|
$2.7 Million
0.45% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
93,587
shares
|
$2.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
91,984
shares
|
$2.49 Million
0.02% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
86,980
shares
|
$2.36 Million
1.33% of portfolio
|
Q4 2023
Reduced 19.37%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
86,081
shares
|
$2.33 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
82,830
shares
|
$2.25 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
82,498
shares
|
$2.24 Million
0.67% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
77,681
shares
|
$2.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
76,683
shares
|
$2.08 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
71,960
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Added 133.74%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
68,809
shares
|
$1.87 Million
0.07% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
68,443
shares
|
$1.86 Million
0.22% of portfolio
|
Q1 2025
Added 53.89%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
65,768
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 46.53%
|