Dimensional ETF Trust (DFIS): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of DFIS (all 13F filers)
- Jones Financial Companies Lllp61.4 MWealth adviser+2.6 M
- Natixis Advisors13.1 MType not verified+1.7 M
- Matson Money11.9 MType not verified0
- Envestnet Portfolio Solutions3.3 MType not verified+8,766
- First Citizens Bank & Trust3.2 MWealth adviser+6,236
- UBS Group2.8 MBank or trading desk+2.8 M
- Creative Planning2.4 MWealth adviser−16 K
- Assetmark2.2 MWealth adviser+2.2 M
- Envestnet Asset Management2.0 MWealth adviser+134 K
- Park Avenue Securities1.9 MWealth adviser+114 K
- Shares
- 61.4 M
- Change
- +2.6 M
See more
- Type
- Wealth adviser
- Value
- $2.2 bn
- Shares
- 13.1 M
- Change
- +1.7 M
See more
- Type
- Type not verified
- Value
- $459M
- Shares
- 11.9 M
- Change
- 0
See more
- Type
- Type not verified
- Value
- $418M
- Shares
- 3.3 M
- Change
- +8,766
See more
- Type
- Type not verified
- Value
- $116M
- Shares
- 3.2 M
- Change
- +6,236
See more
- Type
- Wealth adviser
- Value
- $113M
- Shares
- 2.8 M
- Change
- +2.8 M
See more
- Type
- Bank or trading desk
- Value
- $98.1M
- Shares
- 2.4 M
- Change
- −16 K
See more
- Type
- Wealth adviser
- Value
- $84.4M
- Shares
- 2.2 M
- Change
- +2.2 M
See more
- Type
- Wealth adviser
- Value
- $77.9M
- Shares
- 2.0 M
- Change
- +134 K
See more
- Type
- Wealth adviser
- Value
- $69.2M
- Shares
- 1.9 M
- Change
- +114 K
See more
- Type
- Wealth adviser
- Value
- $64.9M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Savant Capital2.11%(fell below 5%)13G · amendmentfiling ↗Event: Dec 31, 2024 · filed: Feb 10, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗