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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,184
shares
|
$29,469
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,094
shares
|
$27,229
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
1,090
shares
|
$27,130
0.0% of portfolio
|
Q4 2023
Reduced 68.77%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,084
shares
|
$26,980
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
800
shares
|
$19,912
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
716
shares
|
$17,821
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
622
shares
|
$15,481
0.0% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
591
shares
|
$14,709
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
458
shares
|
$11,399
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
385
shares
|
$9,582
0.01% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
289
shares
|
$7,193
0.0% of portfolio
|
Q3 2024
Reduced 68.28%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
243
shares
|
$6,048
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
216
shares
|
$5,376
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
192
shares
|
$4,778
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
130
shares
|
$3,235
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
124
shares
|
$3,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
77
shares
|
$1,916
0.0% of portfolio
|
Q3 2024
Added 196.15%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
49
shares
|
$1,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
24
shares
|
$597
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
17
shares
|
$423
0.0% of portfolio
|
Q3 2024
New holding
|