DIMENSIONAL ETF TRUST (DFIS) is held by 67 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is JONES FINANCIAL COMPANIES LLLP as of Q1 2026.

Are institutions buying or selling DFIS?

In Q1 2026, 49 institutions opened or increased positions in DIMENSIONAL ETF TRUST while 16 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on DFIS?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for DIMENSIONAL ETF TRUST.

How many hedge funds hold DFIS?

67 institutional investors report holding DIMENSIONAL ETF TRUST (DFIS) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into DFIS?

As of Q1 2026, tracked institutions in DIMENSIONAL ETF TRUST show 49 buyers versus 16 sellers — net inflows.

DIMENSIONAL ETF TRUST

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

Holders

Avg rating(20 Elite)

$2.7B

Total Value

75% (69)

Fund Consensus

49 buying - 16 selling

No verdict yet — fewer than 2 funds hold DFIS.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JONES FINANCIAL COMPANIES LLLP	Increased	58.7M(+28.4%)	$1.9B	0.9%	+17.00%	56
Envestnet Portfolio Solutions, Inc.	Decreased	3.3M(-7.6%)	$111.1M	0.6%	+32.80%	0
Corient Private Wealth LLC	Increased	2.8M(+7.3%)	$94M	0.1%	+64.93%	38
Creative Planning	Increased	2.4M(+0.4%)	$81.7M	0.1%	+38.36%	30
ENVESTNET ASSET MANAGEMENT INC	Increased	1.8M(+4.5%)	$62M	0.0%	+59.93%	31
MAMATHER GROUP, LLC.	Decreased	1.5M(-5.0%)	$50M	0.5%	+56.49%	0
BANK OF MONTREAL /CAN/	Increased	1.4M(+1.1%)	$47.7M	0.0%	+40.50%	29
Savant Capital, LLC	Increased	1.3M(+7.2%)	$43.8M	0.2%	+45.26%	37
JANE STREET GROUP, LLC	Increased	1.3M(+58.2%)	$42.6M	0.0%	+6.25%	42
BANK OF AMERICA CORP /DE/	Increased	893,112(+44.9%)	$30.1M	0.0%	+8.45%	39
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	845,290(+22.2%)	$28.5M	0.0%	+14.60%	35
FWFocus Partners Wealth	Increased	830,318(+0.5%)	$28M	0.0%	+34.93%	29
Cerity Partners LLC	Increased	688,365(+7.9%)	$23.2M	0.0%	+45.66%	31
LPL Financial LLC	Increased	450,876(+81.8%)	$15.2M	0.0%	+13.69%	43
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	356,156(+256.3%)	$12M	0.0%	+16.26%	45
Beacon Pointe Advisors, LLC	Increased	291,808(+0.6%)	$9.8M	0.1%	+62.11%	28
JPMORGAN CHASE & CO	Decreased	294,678(-2.1%)	$9.6M	0.0%	+44.20%	0
Allworth Financial LP	Increased	278,608(+1.0%)	$9.4M	0.0%	+43.17%	28
OSAIC HOLDINGS, INC.	Increased	261,496(+59.2%)	$8.8M	0.0%	+18.58%	39
RAYMOND JAMES FINANCIAL INC	Increased	221,417(+110.5%)	$7.5M	0.0%	+6.84%	44