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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
18,702,026
shares
|
$577 Million
0.43% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Matson Money. Inc.
|
Jul 30, 2025 Q2 2025 |
12,475,814
shares
|
$385 Million
12.99% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
3,348,779
shares
|
$103 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
2,931,693
shares
|
$90.4 Million
0.36% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
2,856,366
shares
|
$88.1 Million
1.31% of portfolio
|
Q2 2025
Reduced 24.64%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,604,630
shares
|
$80.3 Million
3.04% of portfolio
|
Q3 2022
Added 50.86%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,114,301
shares
|
$65.2 Million
0.41% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,089,206
shares
|
$64.4 Million
0.05% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,843,614
shares
|
$56.8 Million
0.59% of portfolio
|
Q2 2025
Reduced 83.85%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,770,378
shares
|
$54.6 Million
0.02% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,551,634
shares
|
$47.8 Million
0.43% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,420,615
shares
|
$43.8 Million
3.18% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,345,355
shares
|
$41.5 Million
4.31% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,243,971
shares
|
$38.4 Million
0.02% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,172,296
shares
|
$36.1 Million
2.44% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,158,857
shares
|
$35.7 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
1,083,846
shares
|
$33.4 Million
4.35% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,031,475
shares
|
$31.8 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
988,847
shares
|
$30.5 Million
1.76% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
636,289
shares
|
$19.6 Million
1.84% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
595,983
shares
|
$18.4 Million
1.04% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
593,258
shares
|
$18.3 Million
0.01% of portfolio
|
Q2 2025
Added 13016.47%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
590,889
shares
|
$18.2 Million
3.15% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
569,891
shares
|
$17.6 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
534,781
shares
|
$16.5 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.28%
|