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 594 institutions that hold shares in the stock, with a total of 228 Million shares, which have been reported (via 13F filing form) to have a value of $7.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
32,285,828
shares
|
$1.01 Billion
6.3% of portfolio
|
Q4 2024
Added 6240.85%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
6,648,541
shares
|
$208 Million
25.25% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,995,190
shares
|
$188 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
5,986,336
shares
|
$188 Million
0.06% of portfolio
|
Q4 2024
Added 58.88%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
5,575,354
shares
|
$175 Million
17.39% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
4,195,265
shares
|
$131 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
4,126,118
shares
|
$129 Million
1.5% of portfolio
|
Q4 2024
Added 54.8%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,927,653
shares
|
$123 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,636,907
shares
|
$114 Million
0.02% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
3,600,812
shares
|
$113 Million
15.44% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,164,458
shares
|
$99.2 Million
0.02% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
3,120,221
shares
|
$97.8 Million
11.3% of portfolio
|
Q4 2024
Added 28.64%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,981,741
shares
|
$93.4 Million
2.05% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,528,496
shares
|
$79.2 Million
0.89% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,517,712
shares
|
$78.9 Million
1.14% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,436,602
shares
|
$76.4 Million
0.12% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,142,363
shares
|
$67.1 Million
10.23% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,136,108
shares
|
$66.9 Million
0.63% of portfolio
|
Q4 2024
Added 17.59%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
1,940,769
shares
|
$60.8 Million
8.45% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,857,233
shares
|
$58.2 Million
5.41% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,851,346
shares
|
$58 Million
0.32% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
1,842,807
shares
|
$57.8 Million
1.5% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,815,008
shares
|
$56.9 Million
1.55% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
1,613,286
shares
|
$50.6 Million
6.21% of portfolio
|
Q3 2024
Added 56.97%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,605,339
shares
|
$50.3 Million
4.42% of portfolio
|
Q2 2024
Added 6.87%
|