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 |
|---|---|---|---|---|---|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
64,378
shares
|
$1.75 Million
0.37% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
64,044
shares
|
$1.74 Million
0.52% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
61,327
shares
|
$1.66 Million
2.02% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
61,163
shares
|
$1.66 Million
0.06% of portfolio
|
Q1 2025
Added 120.44%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
59,695
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.2%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
59,129
shares
|
$1.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
56,728
shares
|
$1.54 Million
0.08% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
55,698
shares
|
$1.51 Million
0.23% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
55,474
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
53,421
shares
|
$1.45 Million
0.48% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
52,985
shares
|
$1.44 Million
0.53% of portfolio
|
Q1 2025
Added 25.32%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
52,144
shares
|
$1.41 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
51,885
shares
|
$1.41 Million
0.46% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
51,214
shares
|
$1.39 Million
0.6% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
51,213
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2023
Added 6.02%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
51,150
shares
|
$1.39 Million
0.36% of portfolio
|
Q2 2023
Added 6.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
50,903
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 48.12%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
50,560
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
49,708
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
48,984
shares
|
$1.33 Million
0.2% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
46,479
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
45,803
shares
|
$1.24 Million
0.7% of portfolio
|
Q3 2024
Added 25.22%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
44,407
shares
|
$1.2 Million
0.91% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
43,968
shares
|
$1.19 Million
0.39% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
42,369
shares
|
$1.15 Million
0.38% of portfolio
|
Q1 2025
Added 3.02%
|