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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
20,471
shares
|
$554,968
0.17% of portfolio
|
Q1 2025
Added 23.87%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
19,565
shares
|
$530,407
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
19,348
shares
|
$524,524
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
19,219
shares
|
$521,027
0.11% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
18,963
shares
|
$514,086
0.05% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
17,925
shares
|
$485,946
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
17,846
shares
|
$483,805
0.05% of portfolio
|
Q1 2025
Reduced 29.11%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
17,579
shares
|
$476,566
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
17,022
shares
|
$461,466
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
16,996
shares
|
$460,761
0.22% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
16,944
shares
|
$459,351
0.05% of portfolio
|
Q1 2025
Added 29.97%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
16,938
shares
|
$459,189
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Andrews, Lucia Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
16,642
shares
|
$451,164
0.3% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
16,388
shares
|
$444,278
0.12% of portfolio
|
Q1 2025
Added 20.47%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
16,208
shares
|
$439,398
0.04% of portfolio
|
Q1 2025
Added 174.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
15,461
shares
|
$419,147
0.0% of portfolio
|
Q1 2025
Added 49.47%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
15,320
shares
|
$415,325
0.16% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,959
shares
|
$405,538
0.0% of portfolio
|
Q3 2023
Reduced 14.69%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
14,695
shares
|
$398,381
0.02% of portfolio
|
Q1 2025
Reduced 93.52%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
14,640
shares
|
$396,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
14,358
shares
|
$389,245
0.38% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
14,269
shares
|
$386,832
0.1% of portfolio
|
Q1 2025
Added 37.88%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
14,017
shares
|
$380,000
0.06% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
13,721
shares
|
$371,976
0.17% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
13,452
shares
|
$364,683
0.13% of portfolio
|
Q1 2025
Added 2.81%
|