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 275 institutions that hold shares in the stock, with a total of 85.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
80,383
shares
|
$2.48 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
77,681
shares
|
$2.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
74,830
shares
|
$2.31 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
74,347
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
74,259
shares
|
$2.29 Million
0.05% of portfolio
|
Q2 2025
Added 165.32%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
70,647
shares
|
$2.18 Million
0.82% of portfolio
|
Q2 2025
Reduced 37.24%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
69,820
shares
|
$2.15 Million
3.94% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
69,697
shares
|
$2.15 Million
0.08% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
67,551
shares
|
$2.08 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
67,461
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
65,540
shares
|
$2.02 Million
0.58% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
65,000
shares
|
$2 Million
0.02% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
62,613
shares
|
$1.93 Million
1.95% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
61,192
shares
|
$1.89 Million
0.7% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
60,898
shares
|
$1.88 Million
0.06% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
59,849
shares
|
$1.85 Million
1.46% of portfolio
|
Q2 2025
Added 458.14%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
59,570
shares
|
$1.84 Million
0.36% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
58,970
shares
|
$1.82 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
58,634
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 93.1%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
55,349
shares
|
$1.71 Million
0.67% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
53,826
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
53,421
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 89.05%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
52,366
shares
|
$1.61 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
51,213
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2023
Added 6.02%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
51,150
shares
|
$1.58 Million
0.36% of portfolio
|
Q2 2023
Added 6.42%
|