DIMENSIONAL ETF TRUST

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DFIS·25434V773·US·ETF·Unknown - Unknown

DFIS (DIMENSIONAL ETF TRUST) is held by 70 institutional investors as of Q2 2026. Largest holders: JONES FINANCIAL COMPANIES LLLP ($2.2B), Envestnet Portfolio Solutions, Inc. ($115.9M), UBS Group AG ($98.1M). Net institutional sentiment: Mixed.

70

Holders

(11 Elite)

$3.1B

Total Value

66% (70)

Consensus

46 buying - 24 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)61

Insider (Form 4)52

Activist (13D/13G)83

Congressional (STOCK Act)79

Holder Quality

13

★★★★★

Elite

49

★★★★

Strong

21

★★★

Solid

59

★★

Below

34

★

Weak

Held by 70 funds

11 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DFIS.

Top Holders

Top Holders (70)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JONES FINANCIAL COMPANIES LLLP	Increased	61.4M(+4.5%)	$2.2B	0.9%	+23.70%	47
Envestnet Portfolio Solutions, Inc.	Increased	3.3M(+0.3%)	$115.9M	0.6%	+41.24%	42
UBS Group AG	Increased	2.8M(+45.9Kx)	$98.1M	0.0%	+7.57%	48
Creative Planning	Decreased	2.4M(-0.7%)	$84.4M	0.0%	+47.27%	0
ASSETMARK, INC	Increased	2.2M(+549x)	$77.9M	0.1%	+7.57%	57
ENVESTNET ASSET MANAGEMENT INC	Increased	2M(+7.3%)	$69.2M	0.0%	+63.78%	32
BANK OF MONTREAL /CAN/	Increased	1.5M(+5.7%)	$52.5M	0.0%	+46.48%	31
MAMATHER GROUP, LLC.	Decreased	1.4M(-8.2%)	$47.8M	0.4%	+66.57%	0
Cerity Partners LLC	Increased	1.3M(+84.2%)	$44.4M	0.1%	+29.01%	45
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.2M(+43.5%)	$42.5M	0.0%	+17.22%	39
Savant Capital, LLC	Decreased	980,075(-24.7%)	$34.3M	0.1%	+54.37%	0
BANK OF AMERICA CORP /DE/	Increased	918,993(+2.9%)	$32.2M	0.0%	+15.19%	30
FWFocus Partners Wealth	Increased	873,168(+5.2%)	$30.6M	0.0%	+44.01%	30
GOLDMAN SACHS GROUP INC	New	650,636	$22.8M	0.0%	+7.56%	39
Corient Private Wealth LP	Decreased	435,382(-84.4%)	$15.3M	0.0%	+48.26%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	362,131(+1.7%)	$12.7M	0.0%	+23.44%	28
RAYMOND JAMES FINANCIAL INC	Increased	333,265(+50.5%)	$11.7M	0.0%	+11.58%	39
OSAIC HOLDINGS, INC.	Increased	328,781(+25.7%)	$11.5M	0.0%	+21.89%	34
HighTower Advisors, LLC	Increased	326,837(+691.7%)	$11.4M	0.0%	+11.40%	45
NORTHERN TRUST CORP	Increased	309,902(+300.9%)	$10.9M	0.0%	+11.90%	45

Showing 1-20 of 75

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DFISDIMENSIONAL ETF TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer