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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
64,881
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
63,327
shares
|
$1.57 Million
0.07% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
61,827
shares
|
$1.53 Million
0.33% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
55,978
shares
|
$1.39 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
54,261
shares
|
$1.35 Million
0.59% of portfolio
|
Q3 2024
Added 161.11%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
54,180
shares
|
$1.34 Million
0.31% of portfolio
|
Q3 2024
Added 16.37%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
52,956
shares
|
$1.31 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
52,946
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Added 23.39%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
51,388
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
51,213
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2023
Added 6.02%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
51,150
shares
|
$1.27 Million
0.36% of portfolio
|
Q2 2023
Added 6.42%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
48,743
shares
|
$1.21 Million
0.47% of portfolio
|
Q3 2024
Reduced 48.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
48,371
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
48,131
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
46,551
shares
|
$1.15 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
46,204
shares
|
$1.15 Million
0.46% of portfolio
|
Q3 2024
Added 100.74%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
45,803
shares
|
$1.14 Million
0.7% of portfolio
|
Q3 2024
Added 25.22%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
45,020
shares
|
$1.12 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
41,351
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
38,444
shares
|
$953,411
0.0% of portfolio
|
Q3 2024
Added 173.21%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
36,849
shares
|
$913,855
0.38% of portfolio
|
Q3 2024
Added 21.1%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
36,701
shares
|
$910,184
0.49% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
35,206
shares
|
$873,108
0.89% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
32,750
shares
|
$812,200
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
32,321
shares
|
$801,560
0.12% of portfolio
|
Q3 2024
Added 11.22%
|