DFIS · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFIS)
Who is buying and selling DFIS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 121
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFIS at a glance
- No open-market insider purchases or sales of DFIS were filed in the last 90 days.
- 121 13F filers hold DFIS among their 50 largest positions, worth $4.6B combined. The biggest bets by portfolio weight are Sherrill & Hutchins Financial Advisory, Inc (10.2%), Shore Point Advisors, LLC (7.5%) and Ballentine Capital Advisors, Inc (6.7%). In their latest 13Fs, 0 managers opened a new position and 42 added to one.
- No member of Congress has disclosed a trade in DFIS.
DFIS insider trading
No open-market insider purchases or sales of DFIS were filed in the last 90 days.
Who owns DFIS? Hedge funds and superinvestors
121 13F filers hold DFIS among their 50 largest positions, worth $4.6B combined. The biggest bets by portfolio weight are Sherrill & Hutchins Financial Advisory, Inc (10.2%), Shore Point Advisors, LLC (7.5%) and Ballentine Capital Advisors, Inc (6.7%). In their latest 13Fs, 0 managers opened a new position and 42 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Jones Financial Companies LllpBroker-dealer | 0.9% | $2.2B | 61,365,155 | +4.5% shares | Q2 2026 |
| Natixis Advisors, LLCWealth manager | 0.5% | $458.8M | 13,098,700 | +15.0% shares | Q2 2026 |
| Matson Money. Inc.Asset manager | 12.4% | $442.7M | 12,220,280 | +2.5% shares | Q3 2026 |
| First Citizens Bank & Trust CoBank & trust | 1.8% | $123.0M | 3,395,810 | +5.7% shares | Q3 2026 |
| Envestnet Portfolio Solutions, Inc.Wealth manager | 0.6% | $115.9M | 3,308,950 | +0.3% shares | Q2 2026 |
| Park Avenue Securities LLCWealth manager | 0.4% | $70.1M | 1,935,208 | +4.4% shares | Q3 2026 |
| Root Financial Partners, LLCWealth manager | 2.2% | $65.4M | 1,805,975 | +10.4% shares | Q3 2026 |
| Vise Technologies, Inc.Investment manager | 0.5% | $64.6M | 1,782,248 | +12.6% shares | Q3 2026 |
| Modern Wealth Management, LLCWealth manager | 0.7% | $61.0M | 1,741,088 | +37.9% shares | Q2 2026 |
| TCI Wealth Advisors, Inc.Wealth manager | 2.4% | $54.7M | 1,562,031 | +9.5% shares | Q2 2026 |
| Evanson Financial, LLCWealth manager | 2.5% | $51.5M | 1,420,800 | -0.6% shares | Q3 2026 |
| Composition Wealth, LLCWealth manager | 0.6% | $49.9M | 1,423,549 | +9.8% shares | Q2 2026 |
| Mather Group, LLC.Wealth manager | 0.4% | $47.4M | 1,307,916 | -4.1% shares | Q3 2026 |
| Evanson Asset Management, LLCAsset manager | 2.5% | $47.2M | 1,401,653 | +4.9% shares | Q1 2026 |
| Wescott Financial Advisory Group, LLCWealth manager | 3.3% | $42.0M | 1,198,371 | +1.0% shares | Q2 2026 |
| Discipline Wealth Solutions, LLCWealth manager | 3.3% | $37.9M | 1,047,400 | +3.2% shares | Q3 2026 |
| Index Fund Advisors, Inc.Wealth manager | 1.0% | $24.8M | 708,936 | +4.7% shares | Q2 2026 |
| Satovsky Asset Management LLCWealth manager | 3.8% | $24.1M | 687,488 | +7.2% shares | Q2 2026 |
| Shore Point Advisors, LLCWealth manager | 7.5% | $23.6M | 652,119 | +4.8% shares | Q3 2026 |
| Tobias Financial Advisors, Inc.Wealth manager | 2.9% | $23.1M | 659,583 | +7.1% shares | Q2 2026 |
| Eclectic Associates Inc /advInvestment manager | 2.5% | $22.7M | 625,531 | +3.7% shares | Q3 2026 |
| Wealth Management NebraskaInstitutional asset manager | 1.9% | $22.0M | 605,963 | +4.6% shares | Q3 2026 |
| Sherrill & Hutchins Financial Advisory, IncWealth manager | 10.2% | $21.1M | 582,466 | +5.8% shares | Q3 2026 |
| Alesco Advisors, LLC, An ESL CoInstitutional asset manager | 0.5% | $20.7M | 591,702 | +8.5% shares | Q2 2026 |
| Tanager Wealth Management LLPWealth manager | 1.6% | $19.5M | 537,139 | +6.9% shares | Q3 2026 |
| Factor Wealth Management LTDWealth manager | 3.0% | $19.3M | 533,072 | +3.4% shares | Q3 2026 |
| Ballentine Capital Advisors, IncAsset manager | 6.7% | $17.7M | 488,941 | +1.2% shares | Q3 2026 |
| Aire Advisors, LLCWealth manager | 2.8% | $17.2M | 474,994 | +2.9% shares | Q3 2026 |
| Advisory Alpha, LLCWealth manager | 0.4% | $16.0M | 455,568 | +7.8% shares | Q2 2026 |
| Brand Asset Management Group, Inc.Wealth manager | 3.5% | $15.9M | 453,219 | +2.0% shares | Q2 2026 |
The 30 largest of 121 positions, by value. Each manager counts with its latest 13F (Q3 2026: 58, Q2 2026: 59, Q1 2026: 4). Screen DFIS in the grand portfolio →
DFIS stock trades by members of Congress
No member of Congress has disclosed a trade in DFIS.
DFIS questions and answers
Are insiders buying DFIS stock?
No open-market insider purchases or sales of DFIS were filed in the last 90 days.
Which hedge funds own DFIS?
121 13F filers hold DFIS among their 50 largest positions, worth $4.6B combined. The biggest bets by portfolio weight are Sherrill & Hutchins Financial Advisory, Inc (10.2%), Shore Point Advisors, LLC (7.5%) and Ballentine Capital Advisors, Inc (6.7%). In their latest 13Fs, 0 managers opened a new position and 42 added to one.
Has Congress traded DFIS?
No member of Congress has disclosed a trade in DFIS.
Who is the largest holder of DFIS?
Among 13F filers, Jones Financial Companies Lllp reports the largest DFIS position, $2.2B (61,365,155 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sherrill & Hutchins Financial Advisory, Inc's: 10.2% of its portfolio.
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