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 |
|---|---|---|---|---|---|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
41,028
shares
|
$1.11 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
39,750
shares
|
$1.08 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
38,262
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
37,355
shares
|
$1.01 Million
0.83% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
36,681
shares
|
$994,421
0.47% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
35,337
shares
|
$957,986
0.0% of portfolio
|
Q1 2025
Added 23.5%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
33,938
shares
|
$920,059
0.1% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
32,750
shares
|
$887,852
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
31,457
shares
|
$852,799
0.2% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
30,776
shares
|
$834,337
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
30,027
shares
|
$814,031
0.15% of portfolio
|
Q4 2024
Added 94.8%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
29,402
shares
|
$797,088
0.26% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
29,097
shares
|
$788,819
0.02% of portfolio
|
Q1 2025
Added 232.73%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
28,783
shares
|
$780,307
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
27,988
shares
|
$758,754
0.01% of portfolio
|
Q1 2025
Reduced 23.07%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
26,461
shares
|
$717,357
0.46% of portfolio
|
Q1 2025
Added 38.17%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
24,960
shares
|
$676,665
0.27% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
24,948
shares
|
$676,340
0.48% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
24,197
shares
|
$655,980
0.33% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
22,761
shares
|
$617,050
0.01% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
22,596
shares
|
$612,577
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
22,570
shares
|
$611,872
0.3% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
22,100
shares
|
$599,131
0.0% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
21,623
shares
|
$586,199
0.04% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
21,084
shares
|
$571,587
0.0% of portfolio
|
Q1 2025
New holding
|