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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
602,113
shares
|
$18.9 Million
0.03% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
590,889
shares
|
$18.6 Million
3.15% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
534,781
shares
|
$16.8 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
518,622
shares
|
$16.3 Million
3.12% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
488,815
shares
|
$15.4 Million
6.86% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
466,140
shares
|
$14.6 Million
0.4% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
464,529
shares
|
$14.6 Million
2.16% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
461,886
shares
|
$14.5 Million
1.53% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
457,377
shares
|
$14.4 Million
2.28% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
455,151
shares
|
$14.3 Million
1.72% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
447,567
shares
|
$14.1 Million
2.76% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
444,716
shares
|
$14 Million
3.08% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
398,014
shares
|
$12.5 Million
3.66% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
380,569
shares
|
$12 Million
0.34% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
371,195
shares
|
$11.7 Million
0.44% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
335,116
shares
|
$10.5 Million
2.74% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
333,908
shares
|
$10.5 Million
1.58% of portfolio
|
Q3 2025
Added 22.91%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
332,705
shares
|
$10.5 Million
2.97% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
320,037
shares
|
$10.1 Million
3.32% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
315,658
shares
|
$9.92 Million
0.0% of portfolio
|
Q3 2025
Added 943.05%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
307,188
shares
|
$9.65 Million
1.9% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
292,436
shares
|
$9.19 Million
0.0% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
286,930
shares
|
$9.02 Million
2.41% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
282,891
shares
|
$8.89 Million
0.08% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
282,482
shares
|
$8.88 Million
4.63% of portfolio
|
Q3 2025
Reduced 11.39%
|
|