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 274 institutions that hold shares in the stock, with a total of 86.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
10,569
shares
|
$335,248
0.14% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
10,299
shares
|
$326,684
0.04% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,995
shares
|
$317,041
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
9,651
shares
|
$306,129
0.02% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
9,645
shares
|
$305,939
0.0% of portfolio
|
Q2 2025
Added 544.29%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,626
shares
|
$305,336
0.01% of portfolio
|
Q2 2025
Reduced 66.92%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
9,360
shares
|
$296,899
0.22% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
9,224
shares
|
$292,585
0.02% of portfolio
|
Q2 2025
Added 19.56%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
9,073
shares
|
$287,795
0.13% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
8,779
shares
|
$278,469
0.15% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,725
shares
|
$276,757
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
8,258
shares
|
$261,943
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
8,163
shares
|
$258,930
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
7,997
shares
|
$253,664
0.0% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
7,624
shares
|
$241,833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
7,275
shares
|
$230,763
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
7,176
shares
|
$227,622
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,138
shares
|
$226,417
0.0% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
6,906
shares
|
$219,058
0.11% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,776
shares
|
$214,934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
6,740
shares
|
$213,792
0.05% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
6,685
shares
|
$212,048
0.0% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,543
shares
|
$207,543
0.0% of portfolio
|
Q2 2025
Reduced 46.21%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,200
shares
|
$196,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
4,990
shares
|
$158,282
0.01% of portfolio
|
Q1 2025
New holding
|