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 287 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $3.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
803
shares
|
$25,230
0.0% of portfolio
|
Q3 2025
Added 66.25%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
791
shares
|
$24,853
0.0% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
676
shares
|
$21,239
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
663
shares
|
$20,831
0.0% of portfolio
|
Q3 2025
Reduced 41.84%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
649
shares
|
$20,391
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
591
shares
|
$18,569
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
562
shares
|
$17,658
0.0% of portfolio
|
Q3 2025
Reduced 33.49%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
530
shares
|
$16,652
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
489
shares
|
$15,364
0.01% of portfolio
|
Q2 2025
Reduced 35.49%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
458
shares
|
$14,390
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
448
shares
|
$14,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
415
shares
|
$13,039
0.0% of portfolio
|
Q3 2025
Added 492.86%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
407
shares
|
$12,787
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
396
shares
|
$12,442
0.01% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
370
shares
|
$11,625
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
340
shares
|
$10,682
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
335
shares
|
$10,525
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
311
shares
|
$9,771
0.0% of portfolio
|
Q3 2025
Reduced 34.66%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
307
shares
|
$9,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
304
shares
|
$9,551
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
304
shares
|
$9,551
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
192
shares
|
$6,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
168
shares
|
$5,278
0.0% of portfolio
|
Q1 2025
Reduced 96.13%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
166
shares
|
$5,215
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
165
shares
|
$5,184
0.0% of portfolio
|
Q3 2025
New holding
|
|