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 236 institutions that hold shares in the stock, with a total of 81.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
9,128
shares
|
$238,788
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
8,996
shares
|
$235,335
0.07% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
8,957
shares
|
$234,315
0.1% of portfolio
|
Q4 2024
Added 179.03%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
8,951
shares
|
$234,158
0.0% of portfolio
|
Q2 2024
Added 620.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
8,745
shares
|
$228,769
0.01% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
8,652
shares
|
$226,336
0.02% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
8,608
shares
|
$225,185
0.14% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
8,322
shares
|
$217,703
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
8,258
shares
|
$216,029
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,302
shares
|
$191,020
0.0% of portfolio
|
Q4 2024
Added 567.46%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
7,032
shares
|
$183,957
0.0% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
6,906
shares
|
$180,660
0.11% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
6,794
shares
|
$177,731
0.04% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
5,904
shares
|
$154,448
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,059
shares
|
$132,343
0.0% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
4,336
shares
|
$113,429
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,792
shares
|
$99,198
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,595
shares
|
$94,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,430
shares
|
$89,728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,183
shares
|
$83,267
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,176
shares
|
$83,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
3,039
shares
|
$79,500
0.06% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,994
shares
|
$78,323
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
2,204
shares
|
$57,656
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
2,055
shares
|
$53,758
0.03% of portfolio
|
Q4 2024
Added 0.69%
|