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 |
|---|---|---|---|---|---|
|
Motco
|
Oct 22, 2025 Q3 2025 |
39,511
shares
|
$1.24 Million
0.12% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
38,996
shares
|
$1.23 Million
0.49% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
38,328
shares
|
$1.2 Million
0.86% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
37,635
shares
|
$1.18 Million
0.24% of portfolio
|
Q3 2025
Added 24.16%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
34,289
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
32,317
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
30,510
shares
|
$958,624
0.02% of portfolio
|
Q3 2025
Added 32.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
26,337
shares
|
$827,508
0.0% of portfolio
|
Q3 2025
Added 17.46%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
24,744
shares
|
$777,456
0.5% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
23,812
shares
|
$748,173
0.12% of portfolio
|
Q3 2025
Added 23.64%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
23,755
shares
|
$746,382
0.65% of portfolio
|
Q3 2025
Added 34.65%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
23,239
shares
|
$730,169
0.2% of portfolio
|
Q3 2025
Added 25.17%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
23,100
shares
|
$725,802
0.15% of portfolio
|
Q2 2025
Reduced 29.47%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
22,890
shares
|
$719,203
0.01% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
22,761
shares
|
$715,150
0.01% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
22,716
shares
|
$713,736
0.22% of portfolio
|
Q3 2025
Added 168.73%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
22,668
shares
|
$712,228
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
22,649
shares
|
$711,631
0.2% of portfolio
|
Q3 2025
Added 33.72%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
22,570
shares
|
$709,149
0.3% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
22,177
shares
|
$696,801
0.31% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
22,082
shares
|
$693,816
0.23% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
21,414
shares
|
$672,827
0.05% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
21,373
shares
|
$671,539
0.41% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
21,339
shares
|
$670,471
0.04% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
20,215
shares
|
$635,155
0.01% of portfolio
|
Q3 2025
Reduced 0.38%
|
|