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 |
|---|---|---|---|---|---|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
24,948
shares
|
$769,146
0.48% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
24,362
shares
|
$751,080
0.01% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
23,487
shares
|
$724,104
0.33% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
23,100
shares
|
$712,173
0.14% of portfolio
|
Q2 2025
Reduced 29.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
22,999
shares
|
$709,059
0.02% of portfolio
|
Q2 2025
Added 28.31%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
22,761
shares
|
$701,721
0.01% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
22,649
shares
|
$698,268
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
22,570
shares
|
$695,833
0.3% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
22,423
shares
|
$691,301
0.0% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
22,331
shares
|
$688,464
0.25% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
22,022
shares
|
$678,938
0.0% of portfolio
|
Q2 2025
Reduced 71.65%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
21,364
shares
|
$658,652
0.42% of portfolio
|
Q2 2025
Added 28.37%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
21,338
shares
|
$657,850
0.05% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
20,380
shares
|
$628,315
0.18% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
20,292
shares
|
$625,602
0.01% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
19,599
shares
|
$604,237
0.04% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
19,565
shares
|
$603,188
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
19,348
shares
|
$596,498
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
19,259
shares
|
$593,754
0.11% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
19,172
shares
|
$591,072
0.05% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
18,963
shares
|
$584,629
0.05% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
18,566
shares
|
$572,389
0.26% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
18,469
shares
|
$569,399
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
17,642
shares
|
$543,902
0.49% of portfolio
|
Q2 2025
Added 22.87%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
17,224
shares
|
$531,015
0.47% of portfolio
|
Q2 2025
Added 1.19%
|