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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
17,085
shares
|
$526,730
0.0% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
16,938
shares
|
$522,198
0.13% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
16,851
shares
|
$519,516
0.32% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
16,232
shares
|
$500,432
0.23% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
16,146
shares
|
$497,781
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
15,672
shares
|
$483,167
0.17% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,959
shares
|
$461,185
0.0% of portfolio
|
Q3 2023
Reduced 14.69%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
14,375
shares
|
$443,181
0.0% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
14,248
shares
|
$439,265
0.19% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
14,050
shares
|
$433,161
0.06% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
13,699
shares
|
$422,340
0.07% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
12,541
shares
|
$386,639
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
12,333
shares
|
$380,226
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
12,191
shares
|
$375,848
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
11,919
shares
|
$367,462
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
11,854
shares
|
$365,458
0.06% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
11,832
shares
|
$364,780
0.16% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
11,707
shares
|
$360,926
0.14% of portfolio
|
Q2 2025
Added 45.0%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
11,677
shares
|
$360,001
0.12% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
11,442
shares
|
$352,756
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
11,350
shares
|
$349,920
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
10,997
shares
|
$339,037
0.02% of portfolio
|
Q2 2025
Added 37.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
10,670
shares
|
$328,956
0.0% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
10,569
shares
|
$325,842
0.14% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
10,299
shares
|
$317,518
0.04% of portfolio
|
Q1 2025
Reduced 11.7%
|