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 |
|---|---|---|---|---|---|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
32,176
shares
|
$800,860
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,190
shares
|
$776,319
0.0% of portfolio
|
Q3 2024
Added 47.22%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
28,924
shares
|
$719,918
0.19% of portfolio
|
Q3 2024
Added 22.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
28,248
shares
|
$703,092
0.0% of portfolio
|
Q3 2024
Added 41.68%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
27,475
shares
|
$683,852
0.25% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
26,102
shares
|
$649,678
0.0% of portfolio
|
Q3 2024
Added 52.52%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
25,362
shares
|
$631,260
0.06% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
25,333
shares
|
$630,538
0.05% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
24,948
shares
|
$620,955
0.48% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
24,442
shares
|
$608,361
0.33% of portfolio
|
Q3 2024
Reduced 25.99%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
23,688
shares
|
$589,594
0.03% of portfolio
|
Q3 2024
Added 113.66%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
22,696
shares
|
$564,903
0.31% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
22,134
shares
|
$550,915
0.0% of portfolio
|
Q3 2024
Reduced 56.18%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
21,942
shares
|
$546,136
0.02% of portfolio
|
Q3 2024
Reduced 33.37%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
21,417
shares
|
$533,069
0.06% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,089
shares
|
$524,905
0.0% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
21,032
shares
|
$523,486
0.27% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
20,842
shares
|
$518,757
0.06% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
19,877
shares
|
$494,738
0.28% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
19,198
shares
|
$477,838
0.12% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
18,843
shares
|
$469,002
0.06% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
17,504
shares
|
$435,674
0.24% of portfolio
|
Q3 2024
Added 65.43%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
16,574
shares
|
$412,526
0.16% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
15,414
shares
|
$383,654
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
15,276
shares
|
$380,219
0.27% of portfolio
|
Q3 2024
Added 1.13%
|