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 195 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
22,159,445
shares
|
$552 Million
0.61% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Matson Money. Inc.
|
Oct 31, 2024 Q3 2024 |
12,329,118
shares
|
$307 Million
11.41% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
10,157,785
shares
|
$253 Million
3.52% of portfolio
|
Q3 2024
Added 55.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,015,042
shares
|
$99.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,604,630
shares
|
$64.8 Million
3.04% of portfolio
|
Q3 2022
Added 50.86%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
2,175,345
shares
|
$54.1 Million
0.5% of portfolio
|
Q3 2024
Reduced 16.66%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,543,899
shares
|
$38.4 Million
0.01% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
1,262,708
shares
|
$31.4 Million
0.38% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,210,382
shares
|
$30.1 Million
3.95% of portfolio
|
Q3 2024
Added 102.34%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,104,625
shares
|
$27.5 Million
2.64% of portfolio
|
Q3 2024
Added 21.48%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,077,024
shares
|
$26.8 Million
2.14% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,045,092
shares
|
$26 Million
0.01% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
951,768
shares
|
$23.7 Million
4.22% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
945,032
shares
|
$23.5 Million
1.59% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
799,532
shares
|
$19.9 Million
0.41% of portfolio
|
Q1 2024
Added 5.6%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
684,779
shares
|
$17 Million
0.29% of portfolio
|
Q4 2022
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
558,721
shares
|
$13.9 Million
0.63% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
518,622
shares
|
$12.9 Million
3.12% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
508,417
shares
|
$12.7 Million
0.74% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
502,161
shares
|
$12.5 Million
0.77% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
477,221
shares
|
$11.9 Million
6.45% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
454,461
shares
|
$11.3 Million
2.06% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
442,374
shares
|
$11 Million
2.72% of portfolio
|
Q3 2024
Added 19.5%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
427,338
shares
|
$10.6 Million
0.03% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
398,744
shares
|
$9.92 Million
2.42% of portfolio
|
Q3 2024
Reduced 3.5%
|