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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
7,715
shares
|
$209,153
0.02% of portfolio
|
Q1 2025
Added 103.45%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
7,708
shares
|
$208,963
0.0% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
6,906
shares
|
$187,221
0.11% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
6,794
shares
|
$184,185
0.04% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,685
shares
|
$181,230
0.0% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,557
shares
|
$177,760
0.01% of portfolio
|
Q1 2025
Reduced 76.89%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
4,990
shares
|
$135,278
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,523
shares
|
$122,618
0.0% of portfolio
|
Q1 2025
Added 25.81%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
4,341
shares
|
$117,684
0.0% of portfolio
|
Q1 2025
Reduced 96.13%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
4,336
shares
|
$117,548
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,915
shares
|
$106,135
0.0% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,597
shares
|
$97,514
0.0% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
3,043
shares
|
$82,495
0.07% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
2,994
shares
|
$81,167
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,829
shares
|
$76,694
0.0% of portfolio
|
Q1 2025
Reduced 44.08%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,206
shares
|
$59,804
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
2,057
shares
|
$55,765
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,750
shares
|
$47,442
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,688
shares
|
$45,761
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,550
shares
|
$42,020
0.0% of portfolio
|
Q4 2024
Reduced 16.71%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,534
shares
|
$41,586
0.0% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,497
shares
|
$40,583
0.0% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
1,184
shares
|
$32,098
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,090
shares
|
$29,549
0.0% of portfolio
|
Q4 2023
Reduced 68.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,046
shares
|
$28,357
0.0% of portfolio
|
Q1 2025
New holding
|