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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
51,069
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
49,214
shares
|
$1.52 Million
1.01% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
48,144
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
47,750
shares
|
$1.47 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
47,685
shares
|
$1.47 Million
0.4% of portfolio
|
Q2 2025
Added 62.18%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
45,922
shares
|
$1.42 Million
0.48% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
45,803
shares
|
$1.41 Million
0.7% of portfolio
|
Q3 2024
Added 25.22%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
45,144
shares
|
$1.39 Million
0.44% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
43,464
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
43,194
shares
|
$1.33 Million
0.4% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
42,784
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 21.07%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
40,876
shares
|
$1.26 Million
0.22% of portfolio
|
Q1 2025
Reduced 21.33%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
40,762
shares
|
$1.26 Million
0.53% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
40,381
shares
|
$1.24 Million
0.61% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
39,994
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
38,778
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
38,062
shares
|
$1.17 Million
0.87% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
35,630
shares
|
$1.1 Million
0.33% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
35,452
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 68.15%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
34,942
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2025
Added 115.58%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
34,309
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2025
Added 102.48%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
32,277
shares
|
$995,099
0.03% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
30,311
shares
|
$934,488
0.2% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,263
shares
|
$933,008
0.0% of portfolio
|
Q2 2025
Reduced 90.88%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
29,432
shares
|
$907,388
0.51% of portfolio
|
Q2 2025
Added 11.23%
|