Institutional Ownership Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI). We have compiled data on the 700 institutions that hold shares in the stock, with a total of 264 Million shares, which have been reported (via 13F filing form) to have a value of $9.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
16,111,223
shares
|
$584 Million
0.75% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
9,951,060
shares
|
$361 Million
0.11% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,553,795
shares
|
$274 Million
0.02% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
7,206,897
shares
|
$261 Million
1.99% of portfolio
|
Q2 2025
Added 27.5%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
6,696,421
shares
|
$243 Million
26.25% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
5,786,637
shares
|
$210 Million
3.34% of portfolio
|
Q2 2025
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
5,709,320
shares
|
$207 Million
18.44% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,602,640
shares
|
$203 Million
0.03% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,656,292
shares
|
$169 Million
0.03% of portfolio
|
Q2 2025
Added 19.31%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3,779,194
shares
|
$137 Million
8.47% of portfolio
|
Q3 2025
Added 34.77%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
3,593,322
shares
|
$130 Million
16.07% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
3,517,346
shares
|
$128 Million
0.18% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,311,392
shares
|
$120 Million
0.02% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,199,194
shares
|
$116 Million
0.16% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,980,742
shares
|
$108 Million
1.79% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,596,840
shares
|
$94.1 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,585,003
shares
|
$93.7 Million
1.07% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,528,404
shares
|
$91.7 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,303,959
shares
|
$83.5 Million
0.1% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
2,272,514
shares
|
$82.4 Million
1.8% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,191,171
shares
|
$79.4 Million
12.21% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,182,737
shares
|
$79.1 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,130,770
shares
|
$77.2 Million
0.03% of portfolio
|
Q2 2025
Added 54.55%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,947,191
shares
|
$70.6 Million
0.96% of portfolio
|
Q2 2025
Added 55.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,893,592
shares
|
$68.6 Million
0.11% of portfolio
|
Q3 2025
Added 10.66%
|