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 |
|---|---|---|---|---|---|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
30,311
shares
|
$961,464
0.2% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,263
shares
|
$959,942
0.0% of portfolio
|
Q2 2025
Reduced 90.88%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
24,948
shares
|
$791,350
0.48% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
24,362
shares
|
$772,762
0.01% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
23,755
shares
|
$753,508
0.65% of portfolio
|
Q3 2025
Added 34.65%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
23,239
shares
|
$737,141
0.2% of portfolio
|
Q3 2025
Added 25.17%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
23,100
shares
|
$732,732
0.14% of portfolio
|
Q2 2025
Reduced 29.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
22,999
shares
|
$729,528
0.02% of portfolio
|
Q2 2025
Added 28.31%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
22,761
shares
|
$721,978
0.01% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
22,716
shares
|
$720,551
0.22% of portfolio
|
Q3 2025
Added 168.73%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
22,649
shares
|
$718,426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
22,570
shares
|
$715,920
0.3% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
22,423
shares
|
$711,257
0.0% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
22,177
shares
|
$703,454
0.31% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
22,082
shares
|
$700,441
0.23% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
21,373
shares
|
$677,951
0.41% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
21,338
shares
|
$676,841
0.05% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
20,380
shares
|
$646,453
0.18% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
20,292
shares
|
$643,662
0.01% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
19,565
shares
|
$620,601
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
19,450
shares
|
$616,954
0.03% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
19,348
shares
|
$613,718
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
19,259
shares
|
$610,895
0.11% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
19,172
shares
|
$608,135
0.05% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
18,963
shares
|
$601,506
0.05% of portfolio
|
Q4 2024
Added 0.64%
|