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 286 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 |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
6,906
shares
|
$216,986
0.11% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
6,740
shares
|
$211,770
0.05% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,685
shares
|
$210,042
0.0% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,338
shares
|
$199,139
0.0% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,200
shares
|
$194,804
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,799
shares
|
$182,204
0.0% of portfolio
|
Q3 2025
Reduced 11.37%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
5,096
shares
|
$160,116
0.0% of portfolio
|
Q3 2025
Added 48.66%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,998
shares
|
$157,037
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
4,990
shares
|
$156,785
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
4,336
shares
|
$136,237
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
3,736
shares
|
$117,385
0.01% of portfolio
|
Q3 2025
Added 15.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,523
shares
|
$110,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
3,100
shares
|
$97,402
0.08% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,765
shares
|
$86,876
0.0% of portfolio
|
Q3 2025
Added 297.27%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,603
shares
|
$81,786
0.01% of portfolio
|
Q3 2025
Added 212.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,474
shares
|
$77,733
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,750
shares
|
$54,985
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,743
shares
|
$54,765
0.0% of portfolio
|
Q3 2025
Reduced 49.04%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,688
shares
|
$53,036
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
1,600
shares
|
$50,272
0.02% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,502
shares
|
$47,192
0.0% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,410
shares
|
$44,302
0.0% of portfolio
|
Q2 2025
Added 96.11%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,352
shares
|
$42,479
0.0% of portfolio
|
Q2 2025
Added 24.04%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,184
shares
|
$37,201
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
860
shares
|
$27,021
0.0% of portfolio
|
Q3 2025
Added 37.6%
|
|