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 |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
94,542
shares
|
$2.97 Million
1.34% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
93,524
shares
|
$2.94 Million
1.97% of portfolio
|
Q3 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
93,251
shares
|
$2.93 Million
0.4% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
92,822
shares
|
$2.92 Million
0.89% of portfolio
|
Q3 2025
Added 12.01%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
87,121
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
86,980
shares
|
$2.73 Million
1.33% of portfolio
|
Q4 2023
Reduced 19.37%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
83,674
shares
|
$2.63 Million
1.69% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
82,544
shares
|
$2.59 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
First Citizens Investor Services, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
80,728
shares
|
$2.54 Million
0.99% of portfolio
|
Q3 2025
New holding
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
78,447
shares
|
$2.46 Million
1.1% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
78,368
shares
|
$2.46 Million
0.85% of portfolio
|
Q3 2025
Added 166.27%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
77,681
shares
|
$2.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
76,551
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.21%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
75,597
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
75,458
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
75,176
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
74,160
shares
|
$2.33 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
70,385
shares
|
$2.21 Million
3.2% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
70,008
shares
|
$2.2 Million
0.1% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
67,122
shares
|
$2.11 Million
0.99% of portfolio
|
Q3 2025
Added 66.22%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
66,421
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
65,983
shares
|
$2.07 Million
0.58% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
65,493
shares
|
$2.06 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
62,358
shares
|
$1.96 Million
1.93% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
61,917
shares
|
$1.95 Million
0.2% of portfolio
|
Q3 2025
Reduced 8.34%
|
|