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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
20,139
shares
|
$632,767
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
19,561
shares
|
$614,606
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
19,450
shares
|
$611,119
0.03% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
19,348
shares
|
$607,914
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
18,963
shares
|
$595,817
0.05% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
18,623
shares
|
$585,134
0.0% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,532
shares
|
$582,275
0.01% of portfolio
|
Q3 2025
Added 234.15%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
17,713
shares
|
$556,542
0.25% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
17,220
shares
|
$541,052
0.33% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
16,772
shares
|
$526,976
0.22% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
15,835
shares
|
$497,535
0.02% of portfolio
|
Q3 2025
Added 43.99%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
15,672
shares
|
$492,414
0.17% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
15,601
shares
|
$490,183
0.1% of portfolio
|
Q3 2025
Added 27.97%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
15,067
shares
|
$473,405
0.13% of portfolio
|
Q3 2025
Reduced 26.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,959
shares
|
$470,011
0.0% of portfolio
|
Q3 2023
Reduced 14.69%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
14,851
shares
|
$466,618
0.25% of portfolio
|
Q3 2025
Reduced 24.09%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,376
shares
|
$451,693
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
13,982
shares
|
$439,314
0.05% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
13,829
shares
|
$434,507
0.38% of portfolio
|
Q3 2025
Reduced 19.71%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
13,588
shares
|
$426,934
0.09% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
12,465
shares
|
$391,650
0.0% of portfolio
|
Q3 2025
Added 29.24%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
12,363
shares
|
$388,445
0.07% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
12,011
shares
|
$377,385
0.06% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
11,919
shares
|
$374,494
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
11,896
shares
|
$373,772
0.05% of portfolio
|
Q3 2025
Added 0.35%
|
|