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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
172,131
shares
|
$5.41 Million
0.16% of portfolio
|
Q3 2025
Added 65.11%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
156,804
shares
|
$4.93 Million
0.06% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
150,479
shares
|
$4.73 Million
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
150,213
shares
|
$4.72 Million
0.01% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
145,160
shares
|
$4.56 Million
1.31% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
140,807
shares
|
$4.42 Million
0.32% of portfolio
|
Q3 2025
Added 28.55%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
140,565
shares
|
$4.42 Million
1.98% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
140,565
shares
|
$4.42 Million
2.15% of portfolio
|
Q3 2025
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
140,525
shares
|
$4.42 Million
2.08% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
140,301
shares
|
$4.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
134,710
shares
|
$4.23 Million
0.31% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
134,396
shares
|
$4.22 Million
2.38% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
134,056
shares
|
$4.21 Million
2.18% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
132,153
shares
|
$4.15 Million
1.54% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
131,032
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2025
Added 34.83%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
127,761
shares
|
$4.01 Million
0.66% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
124,805
shares
|
$3.92 Million
1.15% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
121,543
shares
|
$3.82 Million
2.39% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
119,698
shares
|
$3.76 Million
0.76% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
118,995
shares
|
$3.74 Million
2.65% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
118,320
shares
|
$3.72 Million
0.02% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
109,640
shares
|
$3.44 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
101,410
shares
|
$3.19 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.25%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
99,576
shares
|
$3.13 Million
0.11% of portfolio
|
Q3 2025
Added 42.87%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
95,053
shares
|
$2.99 Million
1.07% of portfolio
|
Q3 2025
Added 34.55%
|
|