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 170 institutions that hold shares in the stock, with a total of 48.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wescott Financial Advisory Group, LLC
|
May 13, 2024 Q1 2024 |
314,857
shares
|
$7.81 Million
1.11% of portfolio
|
Q1 2024
Added 11.78%
|
|
Perritt Capital Management Inc
Chicago, IL |
May 15, 2024 Q1 2024 |
302,048
shares
|
$7.49 Million
4.3% of portfolio
|
Q1 2024
Added 1.8%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
296,474
shares
|
$7.35 Million
0.02% of portfolio
|
Q1 2024
Reduced 22.51%
|
|
Tillman Hartley LLC
Orlando, FL |
May 13, 2024 Q1 2024 |
294,653
shares
|
$7.3 Million
2.54% of portfolio
|
Q1 2024
Added 0.09%
|
|
Websterrogers Financial Advisors, LLC
|
May 14, 2024 Q1 2024 |
271,438
shares
|
$6.73 Million
2.49% of portfolio
|
Q1 2024
Added 26.85%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
251,938
shares
|
$6.25 Million
0.01% of portfolio
|
Q1 2024
Reduced 51.49%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
240,608
shares
|
$5.96 Million
0.07% of portfolio
|
Q1 2024
Added 3.56%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
220,651
shares
|
$5.47 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 02, 2024 Q1 2024 |
219,499
shares
|
$5.44 Million
1.28% of portfolio
|
Q1 2024
Added 30.69%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
199,309
shares
|
$4.94 Million
0.06% of portfolio
|
Q1 2024
Added 109.71%
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2024 Q1 2024 |
191,404
shares
|
$4.74 Million
1.42% of portfolio
|
Q1 2024
Added 27.4%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
185,434
shares
|
$4.6 Million
0.01% of portfolio
|
Q1 2024
Added 6.72%
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
May 03, 2024 Q1 2024 |
185,167
shares
|
$4.59 Million
4.27% of portfolio
|
Q1 2024
Added 13.57%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
182,683
shares
|
$4.53 Million
0.15% of portfolio
|
Q1 2024
Added 25.52%
|
|
Abacus Planning Group, Inc.
|
Apr 11, 2024 Q1 2024 |
153,439
shares
|
$3.8 Million
0.77% of portfolio
|
Q1 2024
Added 7.63%
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 24, 2024 Q1 2024 |
152,368
shares
|
$3.78 Million
2.41% of portfolio
|
Q1 2024
Added 5.64%
|
|
Collective Family Office LLC
|
Apr 09, 2024 Q1 2024 |
150,456
shares
|
$3.73 Million
1.24% of portfolio
|
Q1 2024
Reduced 5.21%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
130,634
shares
|
$3.24 Million
0.11% of portfolio
|
Q1 2024
Added 10.25%
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 15, 2024 Q1 2024 |
126,581
shares
|
$3.14 Million
1.76% of portfolio
|
Q1 2024
Added 10.15%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
122,720
shares
|
$3.04 Million
0.04% of portfolio
|
Q1 2024
Added 10.02%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
114,897
shares
|
$2.85 Million
0.03% of portfolio
|
Q1 2024
Reduced 44.57%
|
|
Marcum Wealth, LLC
|
Jul 02, 2024 Q2 2024 |
113,220
shares
|
$2.81 Million
0.28% of portfolio
|
Q2 2024
Added 4.84%
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 25, 2024 Q1 2024 |
111,032
shares
|
$2.75 Million
1.49% of portfolio
|
Q1 2024
Added 46.35%
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
108,430
shares
|
$2.69 Million
0.98% of portfolio
|
Q1 2024
Added 31.12%
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
103,654
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2024
Added 25.51%
|