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 195 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
7,862
shares
|
$193,090
0.17% of portfolio
|
Q3 2024
Reduced 37.7%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
7,465
shares
|
$183,340
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
7,451
shares
|
$182,996
0.0% of portfolio
|
Q3 2024
Added 59.28%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
6,906
shares
|
$169,611
0.11% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
6,730
shares
|
$165,288
0.04% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
6,577
shares
|
$161,531
0.02% of portfolio
|
Q3 2024
Reduced 26.73%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
5,451
shares
|
$133,876
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,948
shares
|
$121,522
0.0% of portfolio
|
Q3 2024
Added 164833.33%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,788
shares
|
$93,033
0.01% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
3,210
shares
|
$78,837
0.04% of portfolio
|
Q3 2024
Added 25.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,182
shares
|
$78,149
0.0% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,116
shares
|
$76,528
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
3,019
shares
|
$74,146
0.07% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
2,994
shares
|
$73,532
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
2,969
shares
|
$72,918
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,192
shares
|
$53,835
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
2,041
shares
|
$50,126
0.03% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
2,020
shares
|
$49,611
0.02% of portfolio
|
Q2 2024
Added 5.15%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,916
shares
|
$47,056
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,861
shares
|
$45,706
0.01% of portfolio
|
Q3 2024
Reduced 20.81%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,750
shares
|
$42,980
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,688
shares
|
$41,457
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,500
shares
|
$36,840
0.0% of portfolio
|
Q1 2023
Reduced 23.59%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,497
shares
|
$36,766
0.0% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,234
shares
|
$30,307
0.0% of portfolio
|
Q3 2024
Reduced 83.08%
|