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 |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
25,725
shares
|
$637,722
0.0% of portfolio
|
Q1 2024
Added 128.67%
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 08, 2024 Q1 2024 |
24,948
shares
|
$618,460
0.49% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 10, 2024 Q1 2024 |
22,620
shares
|
$560,749
0.33% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
22,297
shares
|
$552,742
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
22,068
shares
|
$547,065
0.07% of portfolio
|
Q1 2024
Added 14.76%
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2024 Q1 2024 |
22,039
shares
|
$546,346
0.13% of portfolio
|
Q1 2024
Added 2.02%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
20,542
shares
|
$509,236
0.02% of portfolio
|
Q1 2024
Added 46.24%
|
|
Colony Family Offices, LLC
|
May 01, 2024 Q1 2024 |
19,840
shares
|
$491,833
0.19% of portfolio
|
Q1 2024
Added 46.96%
|
|
Dopkins Wealth Management, LLC
|
May 03, 2024 Q1 2024 |
18,854
shares
|
$467,390
0.3% of portfolio
|
Q1 2024
Added 43.41%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
18,410
shares
|
$456,383
0.0% of portfolio
|
Q1 2024
Added 675.16%
|
|
Andrews, Lucia Wealth Management LLC
|
May 14, 2024 Q1 2024 |
15,106
shares
|
$374,477
0.27% of portfolio
|
Q1 2024
Reduced 4.28%
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
May 15, 2024 Q1 2024 |
14,960
shares
|
$370,858
0.19% of portfolio
|
Q1 2024
Added 57.96%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,959
shares
|
$370,833
0.0% of portfolio
|
Q3 2023
Reduced 14.69%
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Apr 30, 2024 Q1 2024 |
14,279
shares
|
$353,976
0.1% of portfolio
|
Q1 2023
New holding
|
|
Phillips Financial Management, LLC
|
Apr 23, 2024 Q1 2024 |
14,086
shares
|
$349,191
0.03% of portfolio
|
Q4 2023
Added 214.7%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
14,079
shares
|
$349,018
0.0% of portfolio
|
Q1 2024
Added 17.57%
|
|
Five Oceans Advisors
|
Apr 16, 2024 Q1 2024 |
13,989
shares
|
$346,787
0.2% of portfolio
|
Q1 2024
Added 5.88%
|
|
Awm Capital, LLC
|
Apr 19, 2024 Q1 2024 |
13,914
shares
|
$344,928
0.07% of portfolio
|
Q1 2024
Added 0.04%
|
|
Tranquility Partners, LLC
|
May 07, 2024 Q1 2024 |
13,822
shares
|
$342,647
0.14% of portfolio
|
Q1 2024
Added 8.15%
|
|
Ifg Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
13,186
shares
|
$326,880
0.09% of portfolio
|
Q4 2023
Reduced 19.34%
|
|
Sterling Financial Planning, Inc.
|
May 06, 2024 Q1 2024 |
13,109
shares
|
$324,972
0.14% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
Capital Cs Group, LLC
|
Apr 11, 2024 Q1 2024 |
12,367
shares
|
$306,577
0.14% of portfolio
|
Q1 2024
New holding
|
|
Trademark Financial Management, LLC
Bloomington, MN |
May 07, 2024 Q1 2024 |
12,260
shares
|
$303,925
0.25% of portfolio
|
Q1 2024
Reduced 66.48%
|
|
North Crest Asset Manangement, LLC
|
Apr 15, 2024 Q1 2024 |
12,199
shares
|
$302,413
0.01% of portfolio
|
Q1 2024
Added 3.05%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Feb 02, 2024 Q4 2023 |
11,919
shares
|
$295,472
0.07% of portfolio
|
Q2 2023
New holding
|