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 287 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $3.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
34,132,198
shares
|
$1.07 Billion
0.74% of portfolio
|
Q3 2025
Added 82.51%
|
|
|
Matson Money. Inc.
|
Nov 03, 2025 Q3 2025 |
12,207,935
shares
|
$384 Million
12.88% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
7,988,238
shares
|
$251 Million
0.37% of portfolio
|
Q3 2025
Added 8665.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
3,525,606
shares
|
$111 Million
0.47% of portfolio
|
Q3 2025
Added 20.26%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
3,428,196
shares
|
$108 Million
1.94% of portfolio
|
Q3 2025
Added 20.02%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,156,286
shares
|
$99.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,604,630
shares
|
$81.8 Million
3.04% of portfolio
|
Q3 2022
Added 50.86%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,361,977
shares
|
$74.2 Million
0.06% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
1,868,943
shares
|
$58.7 Million
0.33% of portfolio
|
Q3 2025
Reduced 11.6%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,690,024
shares
|
$53.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,627,775
shares
|
$51.1 Million
0.52% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
1,603,456
shares
|
$50.4 Million
0.4% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,419,401
shares
|
$44.6 Million
2.95% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,357,127
shares
|
$42.6 Million
0.02% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
1,320,123
shares
|
$41.5 Million
4.2% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,299,052
shares
|
$40.8 Million
2.62% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,175,521
shares
|
$36.9 Million
0.61% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,156,857
shares
|
$36.3 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
1,136,870
shares
|
$35.7 Million
4.43% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,004,044
shares
|
$31.5 Million
1.79% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
960,560
shares
|
$30.2 Million
0.6% of portfolio
|
Q3 2025
Added 68.15%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
893,588
shares
|
$28.1 Million
1.74% of portfolio
|
Q3 2025
Added 40.44%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
631,530
shares
|
$19.8 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
610,277
shares
|
$19.2 Million
0.97% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
608,380
shares
|
$19.1 Million
0.01% of portfolio
|
Q3 2025
Added 2.55%
|
|