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 274 institutions that hold shares in the stock, with a total of 86.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
82,871
shares
|
$2.63 Million
0.84% of portfolio
|
Q2 2025
Added 55.13%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
80,383
shares
|
$2.55 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
78,447
shares
|
$2.49 Million
1.1% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
78,368
shares
|
$2.49 Million
0.85% of portfolio
|
Q3 2025
Added 166.27%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
77,681
shares
|
$2.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
74,347
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
74,259
shares
|
$2.36 Million
0.05% of portfolio
|
Q2 2025
Added 165.32%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
74,160
shares
|
$2.35 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
70,647
shares
|
$2.24 Million
0.82% of portfolio
|
Q2 2025
Reduced 37.24%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
69,820
shares
|
$2.21 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
|
$2.21 Million
0.08% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
67,551
shares
|
$2.14 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
67,461
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
67,122
shares
|
$2.13 Million
0.99% of portfolio
|
Q3 2025
Added 66.22%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
66,421
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
65,540
shares
|
$2.08 Million
0.58% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
62,613
shares
|
$1.99 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
|
$1.94 Million
0.7% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
60,898
shares
|
$1.93 Million
0.06% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
60,366
shares
|
$1.91 Million
0.11% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
59,570
shares
|
$1.89 Million
0.36% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
58,634
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 93.1%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
56,879
shares
|
$1.8 Million
0.67% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
56,567
shares
|
$1.79 Million
1.54% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
55,114
shares
|
$1.75 Million
1.01% of portfolio
|
Q3 2025
Added 11.99%
|