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 488 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
May 06, 2024 Q1 2024 |
6,090,782
shares
|
$187 Million
30.43% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Apr 29, 2024 Q1 2024 |
5,276,464
shares
|
$162 Million
23.76% of portfolio
|
Q4 2023
Added 5.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
4,692,526
shares
|
$144 Million
0.01% of portfolio
|
Q1 2024
Added 2.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
3,851,222
shares
|
$118 Million
0.18% of portfolio
|
Q1 2024
Added 7.73%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
3,333,486
shares
|
$102 Million
15.43% of portfolio
|
Q1 2024
Added 3.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,532,118
shares
|
$77.8 Million
0.02% of portfolio
|
Q1 2024
Added 2.75%
|
|
|
Marquette Asset Management, LLC
|
May 06, 2024 Q1 2024 |
1,996,734
shares
|
$61.3 Million
10.49% of portfolio
|
Q1 2024
Added 0.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,955,812
shares
|
$60.1 Million
0.95% of portfolio
|
Q1 2024
Added 41.3%
|
|
|
Lvz, Inc.
|
Apr 17, 2024 Q1 2024 |
1,871,358
shares
|
$57.5 Million
7.74% of portfolio
|
Q1 2024
Added 0.94%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
1,839,230
shares
|
$56.5 Million
0.12% of portfolio
|
Q1 2024
Added 14.01%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,815,008
shares
|
$55.7 Million
1.55% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
1,728,948
shares
|
$53.1 Million
0.01% of portfolio
|
Q1 2024
Added 113.32%
|
|
|
Rvw Wealth, LLC
|
Apr 05, 2024 Q1 2024 |
1,639,540
shares
|
$50.4 Million
5.27% of portfolio
|
Q1 2024
Added 4.68%
|
|
|
Evoke Wealth, LLC
|
May 15, 2024 Q1 2024 |
1,566,652
shares
|
$48.1 Million
1.41% of portfolio
|
Q1 2024
Added 2.65%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
1,528,175
shares
|
$46.9 Million
0.32% of portfolio
|
Q1 2024
Added 119.13%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,520,432
shares
|
$46.7 Million
15.27% of portfolio
|
Q3 2022
Added 482.39%
|
|
|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
1,502,137
shares
|
$46.1 Million
5.11% of portfolio
|
Q1 2024
Added 15.45%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2024 Q1 2024 |
1,441,886
shares
|
$44.3 Million
12.92% of portfolio
|
Q1 2024
Added 15.61%
|
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
1,431,497
shares
|
$44 Million
8.77% of portfolio
|
Q1 2024
Added 28.79%
|
|
|
Zhang Financial LLC
|
Apr 24, 2024 Q1 2024 |
1,409,253
shares
|
$43.3 Million
3.17% of portfolio
|
Q1 2024
Added 9.41%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,363,157
shares
|
$41.9 Million
0.07% of portfolio
|
Q1 2024
Reduced 15.9%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 29, 2024 Q1 2024 |
1,337,915
shares
|
$41.1 Million
12.71% of portfolio
|
Q1 2024
Added 6.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
1,327,539
shares
|
$40.8 Million
0.11% of portfolio
|
Q1 2024
Added 33.34%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
1,326,231
shares
|
$40.7 Million
0.45% of portfolio
|
Q1 2024
Added 88.01%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
1,292,218
shares
|
$39.7 Million
0.49% of portfolio
|
Q1 2024
Added 3.64%
|
|