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 236 institutions that hold shares in the stock, with a total of 81.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
455,782
shares
|
$11.9 Million
0.02% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
425,150
shares
|
$11.1 Million
2.22% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
390,150
shares
|
$10.2 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
343,041
shares
|
$8.97 Million
1.74% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
342,119
shares
|
$8.95 Million
0.2% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
327,408
shares
|
$8.56 Million
0.25% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
326,636
shares
|
$8.54 Million
2.3% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
318,459
shares
|
$8.33 Million
4.31% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
291,122
shares
|
$7.62 Million
0.03% of portfolio
|
Q4 2024
Reduced 19.5%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
286,879
shares
|
$7.5 Million
3.41% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
274,363
shares
|
$7.18 Million
0.0% of portfolio
|
Q4 2024
Added 613.67%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
272,653
shares
|
$7.13 Million
2.38% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
262,054
shares
|
$6.86 Million
2.29% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
250,276
shares
|
$6.55 Million
0.07% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
240,807
shares
|
$6.3 Million
4.94% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
236,505
shares
|
$6.19 Million
0.03% of portfolio
|
Q4 2024
Added 2322.96%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
233,977
shares
|
$6.12 Million
0.75% of portfolio
|
Q4 2024
Added 1914.26%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
232,397
shares
|
$6.08 Million
1.03% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
226,886
shares
|
$5.94 Million
0.2% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
220,254
shares
|
$5.76 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
216,997
shares
|
$5.68 Million
0.06% of portfolio
|
Q2 2024
Added 8.87%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
205,803
shares
|
$5.38 Million
1.62% of portfolio
|
Q4 2024
Added 342.1%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
204,939
shares
|
$5.36 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
197,507
shares
|
$5.17 Million
1.35% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
185,812
shares
|
$4.86 Million
0.07% of portfolio
|
Q4 2024
Added 51.1%
|