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 |
|---|---|---|---|---|---|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
13,013
shares
|
$352,782
0.07% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
12,191
shares
|
$330,498
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,165
shares
|
$329,793
0.01% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
11,966
shares
|
$324,398
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
11,919
shares
|
$323,124
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
11,832
shares
|
$320,765
0.18% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
11,677
shares
|
$316,563
0.06% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
11,350
shares
|
$307,698
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
11,312
shares
|
$306,668
0.01% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
11,306
shares
|
$306,505
0.16% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
11,132
shares
|
$301,788
0.2% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
10,723
shares
|
$290,700
0.19% of portfolio
|
Q1 2025
Added 28.85%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
10,299
shares
|
$279,205
0.04% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
10,205
shares
|
$276,657
0.0% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
9,559
shares
|
$259,144
0.13% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,375
shares
|
$254,156
0.0% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
8,922
shares
|
$241,875
0.08% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
8,651
shares
|
$234,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
8,639
shares
|
$234,203
0.02% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
8,619
shares
|
$233,661
0.15% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
8,550
shares
|
$231,790
0.09% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
8,258
shares
|
$223,874
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
8,074
shares
|
$218,886
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
8,067
shares
|
$218,696
0.01% of portfolio
|
Q1 2025
Added 1196.95%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
7,993
shares
|
$216,690
0.02% of portfolio
|
Q1 2025
New holding
|