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 236 institutions that hold shares in the stock, with a total of 81.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
15,277
shares
|
$399,646
0.25% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
15,215
shares
|
$398,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
15,132
shares
|
$395,853
0.18% of portfolio
|
Q4 2024
Reduced 38.09%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,959
shares
|
$391,327
0.0% of portfolio
|
Q3 2023
Reduced 14.69%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
14,640
shares
|
$382,982
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
14,358
shares
|
$375,605
0.36% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
14,014
shares
|
$366,606
0.06% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
13,603
shares
|
$355,854
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
13,105
shares
|
$342,826
0.16% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
13,084
shares
|
$342,277
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
13,050
shares
|
$341,388
0.07% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
13,037
shares
|
$341,047
0.04% of portfolio
|
Q4 2024
Added 98.22%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
12,778
shares
|
$334,272
0.01% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
12,165
shares
|
$318,236
0.01% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
11,966
shares
|
$313,030
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
11,919
shares
|
$311,801
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
11,861
shares
|
$310,283
0.19% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
11,664
shares
|
$305,130
0.04% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
11,662
shares
|
$305,077
0.05% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
11,350
shares
|
$296,916
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
11,130
shares
|
$291,160
0.2% of portfolio
|
Q4 2024
Added 104.18%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
10,349
shares
|
$270,729
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
10,344
shares
|
$270,599
0.0% of portfolio
|
Q4 2024
Reduced 15.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
10,315
shares
|
$269,840
0.0% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
9,956
shares
|
$260,448
0.0% of portfolio
|
Q4 2024
New holding
|