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 |
|---|---|---|---|---|---|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
11,819
shares
|
$371,352
0.15% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
11,815
shares
|
$371,227
0.14% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
11,562
shares
|
$363,278
0.12% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
11,428
shares
|
$359,067
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
11,350
shares
|
$356,617
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
11,345
shares
|
$356,459
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
11,227
shares
|
$352,752
0.15% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
11,186
shares
|
$351,464
0.01% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,880
shares
|
$341,849
0.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
9,995
shares
|
$314,042
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
9,983
shares
|
$313,665
0.01% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
9,845
shares
|
$309,329
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,714
shares
|
$305,213
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
9,695
shares
|
$304,616
0.04% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
9,505
shares
|
$298,647
0.03% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
9,360
shares
|
$294,091
0.22% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
9,073
shares
|
$285,073
0.13% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
9,020
shares
|
$283,408
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,945
shares
|
$281,051
0.0% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
8,779
shares
|
$275,836
0.15% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
8,258
shares
|
$259,466
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
8,163
shares
|
$256,481
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
7,997
shares
|
$251,265
0.0% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
7,275
shares
|
$228,580
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
7,176
shares
|
$225,469
0.04% of portfolio
|
Q2 2025
New holding
|
|