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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
52,580
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
51,718
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
51,213
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2023
Added 6.02%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
51,150
shares
|
$1.34 Million
0.36% of portfolio
|
Q2 2023
Added 6.42%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
49,802
shares
|
$1.3 Million
0.41% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
49,384
shares
|
$1.29 Million
0.58% of portfolio
|
Q4 2024
Added 34.56%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
49,065
shares
|
$1.28 Million
0.43% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
48,577
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
47,291
shares
|
$1.24 Million
0.18% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
45,803
shares
|
$1.2 Million
0.7% of portfolio
|
Q3 2024
Added 25.22%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
44,884
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 71.96%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
44,475
shares
|
$1.16 Million
0.14% of portfolio
|
Q4 2024
Added 37.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
44,257
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 109.86%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
43,210
shares
|
$1.13 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
42,909
shares
|
$1.12 Million
0.87% of portfolio
|
Q4 2024
Added 21.88%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
42,279
shares
|
$1.11 Million
0.4% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
37,158
shares
|
$972,053
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
36,382
shares
|
$951,753
0.02% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
36,175
shares
|
$946,338
0.45% of portfolio
|
Q4 2024
Added 81.99%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
34,470
shares
|
$901,735
0.21% of portfolio
|
Q4 2024
Added 19.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
34,367
shares
|
$899,040
0.0% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
32,750
shares
|
$856,740
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
30,786
shares
|
$805,361
0.0% of portfolio
|
Q4 2024
Added 2394.81%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
30,761
shares
|
$804,707
0.03% of portfolio
|
Q4 2024
Added 40.19%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
30,027
shares
|
$785,506
0.15% of portfolio
|
Q4 2024
Added 94.8%
|