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 236 institutions that hold shares in the stock, with a total of 81.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
103,649
shares
|
$2.71 Million
0.01% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
102,316
shares
|
$2.68 Million
0.08% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
102,129
shares
|
$2.67 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
101,318
shares
|
$2.65 Million
1.08% of portfolio
|
Q4 2024
Added 13.84%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
99,836
shares
|
$2.61 Million
1.17% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
98,558
shares
|
$2.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
96,832
shares
|
$2.53 Million
0.04% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
94,128
shares
|
$2.46 Million
0.42% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
92,455
shares
|
$2.42 Million
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
88,439
shares
|
$2.31 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
86,980
shares
|
$2.28 Million
1.33% of portfolio
|
Q4 2023
Reduced 19.37%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
85,187
shares
|
$2.23 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
84,032
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2024
Added 29.52%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
81,912
shares
|
$2.14 Million
0.42% of portfolio
|
Q4 2024
Added 51.18%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
81,858
shares
|
$2.14 Million
0.63% of portfolio
|
Q4 2024
Added 18.61%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
77,041
shares
|
$2.02 Million
0.41% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
70,399
shares
|
$1.84 Million
0.02% of portfolio
|
Q4 2024
Added 25.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
66,471
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
64,512
shares
|
$1.69 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
64,044
shares
|
$1.68 Million
0.52% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
61,559
shares
|
$1.61 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
56,983
shares
|
$1.49 Million
0.33% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
55,673
shares
|
$1.46 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
53,421
shares
|
$1.4 Million
0.48% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
52,856
shares
|
$1.38 Million
0.08% of portfolio
|
Q4 2024
Added 9.82%
|