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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
10,139
shares
|
$312,585
0.22% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
9,990
shares
|
$307,991
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
9,651
shares
|
$297,540
0.02% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
9,645
shares
|
$297,355
0.0% of portfolio
|
Q2 2025
Added 544.29%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,626
shares
|
$296,769
0.01% of portfolio
|
Q2 2025
Reduced 66.92%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
9,426
shares
|
$290,603
0.14% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
9,224
shares
|
$284,375
0.02% of portfolio
|
Q2 2025
Added 19.56%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
8,748
shares
|
$269,700
0.15% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,725
shares
|
$268,991
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
8,453
shares
|
$260,605
0.09% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
8,258
shares
|
$254,594
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
8,163
shares
|
$251,665
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
7,708
shares
|
$237,637
0.0% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
7,624
shares
|
$235,047
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
7,275
shares
|
$224,288
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
7,176
shares
|
$221,236
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,138
shares
|
$220,064
0.0% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
7,014
shares
|
$216,241
0.07% of portfolio
|
Q2 2025
Reduced 21.39%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
6,906
shares
|
$212,911
0.11% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,776
shares
|
$208,904
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
6,740
shares
|
$207,794
0.05% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
6,685
shares
|
$206,098
0.0% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,543
shares
|
$201,720
0.0% of portfolio
|
Q2 2025
Reduced 46.21%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,200
shares
|
$191,146
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,546
shares
|
$170,983
0.0% of portfolio
|
Q2 2025
Added 41.66%
|