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 195 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,959
shares
|
$373,376
0.0% of portfolio
|
Q3 2023
Reduced 14.69%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
14,506
shares
|
$362,069
0.4% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,999
shares
|
$349,415
0.06% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
13,920
shares
|
$347,443
0.2% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
13,655
shares
|
$340,828
0.01% of portfolio
|
Q3 2024
Reduced 38.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,113
shares
|
$327,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
13,080
shares
|
$326,476
0.13% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
12,903
shares
|
$322,058
0.08% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
12,298
shares
|
$306,958
0.01% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,187
shares
|
$304,187
0.01% of portfolio
|
Q3 2024
Reduced 43.03%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
11,966
shares
|
$298,671
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
11,861
shares
|
$296,050
0.21% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
11,797
shares
|
$294,453
0.04% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
11,616
shares
|
$289,935
0.04% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
11,586
shares
|
$289,186
0.06% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
11,350
shares
|
$283,296
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
10,602
shares
|
$264,625
0.02% of portfolio
|
Q3 2024
Reduced 70.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
9,915
shares
|
$247,478
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
9,761
shares
|
$243,634
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
9,246
shares
|
$230,780
0.08% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
8,985
shares
|
$224,265
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
8,951
shares
|
$223,416
0.0% of portfolio
|
Q2 2024
Added 620.11%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
8,551
shares
|
$213,432
0.16% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
8,230
shares
|
$205,420
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
8,144
shares
|
$203,274
0.06% of portfolio
|
Q3 2024
New holding
|