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 245 institutions that hold shares in the stock, with a total of 90 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
17,716,121
shares
|
$467 Million
0.42% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Matson Money. Inc.
|
Jan 27, 2025 Q4 2024 |
12,414,984
shares
|
$328 Million
10.93% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
10,678,258
shares
|
$282 Million
3.42% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,903,101
shares
|
$103 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,819,264
shares
|
$101 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
3,790,191
shares
|
$100 Million
1.68% of portfolio
|
Q1 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,604,630
shares
|
$68.7 Million
3.04% of portfolio
|
Q3 2022
Added 50.86%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,075,112
shares
|
$54.7 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,849,316
shares
|
$48.8 Million
0.04% of portfolio
|
Q4 2024
Added 2729.43%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,649,029
shares
|
$43.5 Million
0.01% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
1,440,087
shares
|
$38 Million
0.46% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,411,360
shares
|
$37.2 Million
3.16% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,234,291
shares
|
$32.6 Million
3.52% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
1,167,811
shares
|
$30.8 Million
0.57% of portfolio
|
Q4 2024
Added 46.06%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,132,539
shares
|
$29.9 Million
2.2% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,123,630
shares
|
$29.6 Million
0.01% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
1,070,693
shares
|
$28.2 Million
4.58% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,039,443
shares
|
$27.4 Million
1.64% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
684,779
shares
|
$18.1 Million
0.29% of portfolio
|
Q4 2022
New holding
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
590,889
shares
|
$15.6 Million
3.15% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
569,882
shares
|
$15 Million
0.78% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
534,781
shares
|
$14.1 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
518,622
shares
|
$13.7 Million
3.12% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
505,121
shares
|
$13.3 Million
1.54% of portfolio
|
Q4 2024
Added 32.55%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Feb 26, 2025 Q4 2024 |
482,413
shares
|
$12.7 Million
6.17% of portfolio
|
Q4 2024
Added 1.09%
|