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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
184,396
shares
|
$4.82 Million
0.2% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
180,880
shares
|
$4.73 Million
1.32% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
172,682
shares
|
$4.52 Million
2.18% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
161,050
shares
|
$4.21 Million
0.02% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
160,027
shares
|
$4.19 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
157,394
shares
|
$4.12 Million
0.0% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
153,089
shares
|
$4 Million
1.9% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
149,302
shares
|
$3.91 Million
0.0% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
146,784
shares
|
$3.84 Million
1.43% of portfolio
|
Q4 2024
Added 23.91%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
138,278
shares
|
$3.62 Million
1.39% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
137,960
shares
|
$3.61 Million
0.71% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
137,156
shares
|
$3.59 Million
0.03% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
136,410
shares
|
$3.57 Million
2.72% of portfolio
|
Q4 2024
Added 32.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
136,135
shares
|
$3.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 35.12%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
135,360
shares
|
$3.54 Million
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
132,548
shares
|
$3.47 Million
0.01% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
127,490
shares
|
$3.34 Million
0.88% of portfolio
|
Q4 2024
Added 34.6%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
126,921
shares
|
$3.32 Million
3.04% of portfolio
|
Q4 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
124,586
shares
|
$3.26 Million
0.27% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
124,564
shares
|
$3.26 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
123,436
shares
|
$3.23 Million
0.0% of portfolio
|
Q4 2024
Added 24.26%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
115,597
shares
|
$3.02 Million
1.1% of portfolio
|
Q4 2024
Added 113.04%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Feb 18, 2025 Q4 2024 |
111,121
shares
|
$2.91 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
108,644
shares
|
$2.84 Million
0.05% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
105,150
shares
|
$2.75 Million
1.96% of portfolio
|
Q4 2024
New holding
|