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 |
|---|---|---|---|---|---|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
278,448
shares
|
$8.75 Million
4.97% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
269,530
shares
|
$8.47 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
267,334
shares
|
$8.4 Million
0.04% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
261,155
shares
|
$8.21 Million
2.06% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
259,744
shares
|
$8.16 Million
0.72% of portfolio
|
Q3 2025
Added 14.8%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
254,217
shares
|
$7.99 Million
2.46% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
244,836
shares
|
$7.69 Million
1.89% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
244,382
shares
|
$7.68 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
244,193
shares
|
$7.67 Million
0.16% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
241,039
shares
|
$7.57 Million
0.02% of portfolio
|
Q3 2025
Added 351.21%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
236,011
shares
|
$7.42 Million
3.12% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
232,628
shares
|
$7.31 Million
2.25% of portfolio
|
Q3 2025
Added 17.96%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
227,245
shares
|
$7.14 Million
1.91% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
226,680
shares
|
$7.12 Million
0.0% of portfolio
|
Q3 2025
Added 20.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
221,253
shares
|
$6.95 Million
0.0% of portfolio
|
Q3 2025
Added 14.68%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
216,997
shares
|
$6.82 Million
0.06% of portfolio
|
Q2 2024
Added 8.87%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
214,072
shares
|
$6.73 Million
0.37% of portfolio
|
Q3 2025
Added 17.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
204,814
shares
|
$6.44 Million
0.07% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
199,805
shares
|
$6.28 Million
2.39% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
196,429
shares
|
$6.17 Million
1.65% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
187,909
shares
|
$5.9 Million
1.51% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
186,381
shares
|
$5.86 Million
0.0% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
185,167
shares
|
$5.82 Million
1.08% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
181,880
shares
|
$5.71 Million
0.17% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
180,016
shares
|
$5.66 Million
0.03% of portfolio
|
Q3 2025
Added 5.86%
|
|