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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
60,366
shares
|
$1.9 Million
0.11% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
59,745
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2025
Reduced 36.4%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
59,567
shares
|
$1.87 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
57,644
shares
|
$1.81 Million
0.58% of portfolio
|
Q3 2025
Added 25.53%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
56,879
shares
|
$1.79 Million
0.67% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
56,574
shares
|
$1.78 Million
0.65% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
56,567
shares
|
$1.78 Million
1.54% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
56,509
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
56,301
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Added 58.81%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
55,531
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
55,114
shares
|
$1.73 Million
1.01% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
51,660
shares
|
$1.62 Million
0.46% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
51,341
shares
|
$1.61 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
51,213
shares
|
$1.61 Million
0.06% of portfolio
|
Q3 2023
Added 6.02%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
51,150
shares
|
$1.61 Million
0.36% of portfolio
|
Q2 2023
Added 6.42%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
51,042
shares
|
$1.6 Million
0.33% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
50,140
shares
|
$1.58 Million
0.49% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
47,785
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 19.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
47,352
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
46,827
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
46,393
shares
|
$1.46 Million
0.4% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
45,803
shares
|
$1.44 Million
0.7% of portfolio
|
Q3 2024
Added 25.22%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
43,464
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
42,620
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
40,947
shares
|
$1.29 Million
0.21% of portfolio
|
Q3 2025
Added 0.17%
|
|