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 681 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $9.06 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
|
$573 Million
0.75% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
9,247,357
shares
|
$329 Million
0.1% of portfolio
|
Q2 2025
Added 24.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,553,795
shares
|
$269 Million
0.02% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
7,206,897
shares
|
$256 Million
1.99% of portfolio
|
Q2 2025
Added 27.5%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
6,614,559
shares
|
$235 Million
25.8% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
5,786,637
shares
|
$206 Million
3.34% of portfolio
|
Q2 2025
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
5,709,320
shares
|
$203 Million
18.44% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,602,640
shares
|
$199 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
|
$166 Million
0.03% of portfolio
|
Q2 2025
Added 19.31%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
3,565,796
shares
|
$127 Million
16.23% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
3,517,345
shares
|
$125 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,311,392
shares
|
$118 Million
0.02% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,199,194
shares
|
$114 Million
0.16% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,905,237
shares
|
$103 Million
1.83% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
2,804,100
shares
|
$99.8 Million
9.37% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,596,840
shares
|
$92.4 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
|
$92 Million
1.07% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,303,959
shares
|
$82 Million
0.1% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
2,272,514
shares
|
$80.9 Million
1.8% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,182,737
shares
|
$77.7 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,150,621
shares
|
$76.5 Million
12.48% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,130,770
shares
|
$75.8 Million
0.03% of portfolio
|
Q2 2025
Added 54.55%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
2,056,796
shares
|
$73.2 Million
10.14% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,947,191
shares
|
$69.3 Million
0.96% of portfolio
|
Q2 2025
Added 55.29%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,815,008
shares
|
$64.6 Million
1.55% of portfolio
|
Q1 2024
Added 2.48%
|