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 |
---|---|---|---|---|---|
Lam Group, Inc.
Lake Oswego, OR |
Apr 05, 2024 Q1 2024 |
101,935
shares
|
$2.53 Million
2.08% of portfolio
|
Q1 2024
Added 20.6%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
98,542
shares
|
$2.44 Million
0.08% of portfolio
|
Q1 2024
Added 0.82%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
97,472
shares
|
$2.42 Million
0.08% of portfolio
|
Q1 2024
Added 57.55%
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 12, 2024 Q1 2024 |
91,862
shares
|
$2.28 Million
0.54% of portfolio
|
Q1 2024
Added 20.7%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
90,122
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2024
Added 41.24%
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
88,535
shares
|
$2.19 Million
1.45% of portfolio
|
Q1 2024
Added 12.74%
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
86,980
shares
|
$2.16 Million
1.33% of portfolio
|
Q4 2023
Reduced 19.37%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
76,461
shares
|
$1.9 Million
0.01% of portfolio
|
Q1 2024
Added 20.65%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
75,229
shares
|
$1.86 Million
0.04% of portfolio
|
Q1 2024
Added 260.09%
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
69,798
shares
|
$1.73 Million
0.07% of portfolio
|
Q1 2024
Added 2.86%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
69,248
shares
|
$1.72 Million
0.65% of portfolio
|
Q1 2024
Added 8.07%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
68,116
shares
|
$1.69 Million
0.04% of portfolio
|
Q1 2024
Added 5.53%
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
67,107
shares
|
$1.66 Million
0.36% of portfolio
|
Q1 2024
Added 12.29%
|
|
Austin Asset Management CO Inc
|
Apr 26, 2024 Q1 2024 |
66,457
shares
|
$1.65 Million
0.37% of portfolio
|
Q1 2024
Added 16.14%
|
|
Level Financial Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
65,753
shares
|
$1.63 Million
0.78% of portfolio
|
Q1 2024
Added 134.92%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
58,196
shares
|
$1.44 Million
0.15% of portfolio
|
Q1 2024
Reduced 46.35%
|
|
Morris Financial Concepts, Inc.
|
Apr 18, 2024 Q1 2024 |
57,410
shares
|
$1.42 Million
0.74% of portfolio
|
Q1 2024
Added 84.07%
|
|
Provident Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
56,997
shares
|
$1.41 Million
0.54% of portfolio
|
Q1 2024
Added 4.56%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
56,634
shares
|
$1.4 Million
0.25% of portfolio
|
Q4 2023
Reduced 10.37%
|
|
49 Wealth Management, LLC
Austin, TX |
May 07, 2024 Q1 2024 |
56,203
shares
|
$1.39 Million
0.3% of portfolio
|
Q1 2024
Added 33.98%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
55,552
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.19%
|
|
First Pacific Financial
|
Apr 24, 2024 Q1 2024 |
54,672
shares
|
$1.36 Million
0.49% of portfolio
|
Q1 2024
Added 354.12%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
54,469
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2024
Added 0.32%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
53,920
shares
|
$1.34 Million
0.06% of portfolio
|
Q1 2024
Added 51.65%
|
|
Mc Namara Financial Services, Inc.
|
Apr 15, 2024 Q1 2024 |
53,649
shares
|
$1.33 Million
0.29% of portfolio
|
Q1 2024
Added 12.87%
|