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 234 institutions that hold shares in the stock, with a total of 81.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,750
shares
|
$45,202
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,688
shares
|
$43,601
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,666
shares
|
$43,032
0.0% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,550
shares
|
$40,036
0.0% of portfolio
|
Q4 2024
Reduced 16.71%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,497
shares
|
$38,667
0.0% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,184
shares
|
$30,582
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,090
shares
|
$28,154
0.0% of portfolio
|
Q4 2023
Reduced 68.77%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,084
shares
|
$27,999
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
980
shares
|
$25,313
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
800
shares
|
$20,664
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
716
shares
|
$18,494
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
676
shares
|
$17,461
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
663
shares
|
$17,125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
622
shares
|
$16,066
0.0% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
591
shares
|
$15,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
482
shares
|
$12,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
458
shares
|
$11,830
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
388
shares
|
$10,022
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
335
shares
|
$8,653
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
283
shares
|
$7,309
0.0% of portfolio
|
Q4 2024
Added 267.53%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
243
shares
|
$6,276
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
216
shares
|
$5,579
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
199
shares
|
$5,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
192
shares
|
$4,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
188
shares
|
$4,856
0.0% of portfolio
|
Q4 2024
New holding
|