DFIS: Dimensional Etf Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
362 institutions reported holding $4.88B of Dimensional Etf Trust on Form 13F (340 the quarter before). 44 opened a new position and 22 sold out. Shares held by institutions: +9%.
| Largest holders | Shares | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 61,365,155 | $2.16B |
| Matson Money. Inc. | 11,919,623 | $417.54M |
| Envestnet Portfolio Solutions, Inc. | 3,308,950 | $115.91M |
| FIRST CITIZENS BANK & TRUST CO | 3,214,071 | $112.59M |
| UBS Group AG | 2,800,232 | $98.09M |
| Creative Planning | 2,410,679 | $84.45M |
| ASSETMARK, INC | 2,224,202 | $77.91M |
| ENVESTNET ASSET MANAGEMENT INC | 1,975,099 | $69.19M |
| Modern Wealth Management, LLC | 1,741,088 | $60.99M |
| Root Financial Partners, LLC | 1,635,368 | $57.29M |
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