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 |
|---|---|---|---|---|---|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
147,708
shares
|
$4.63 Million
1.99% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
147,255
shares
|
$4.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.92%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
147,181
shares
|
$4.61 Million
3.83% of portfolio
|
Q4 2024
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
145,554
shares
|
$4.56 Million
0.78% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
143,986
shares
|
$4.51 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
143,818
shares
|
$4.51 Million
2.54% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
141,031
shares
|
$4.42 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
139,527
shares
|
$4.37 Million
2.78% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
139,509
shares
|
$4.37 Million
1.56% of portfolio
|
Q4 2024
Added 117.39%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Feb 13, 2025 Q4 2024 |
139,139
shares
|
$4.36 Million
3.47% of portfolio
|
Q4 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
138,362
shares
|
$4.34 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
135,335
shares
|
$4.24 Million
0.62% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
135,083
shares
|
$4.23 Million
2.24% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
134,687
shares
|
$4.22 Million
0.38% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
134,314
shares
|
$4.21 Million
1.15% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
133,589
shares
|
$4.19 Million
0.14% of portfolio
|
Q4 2024
Added 324.16%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
131,364
shares
|
$4.12 Million
0.25% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
128,194
shares
|
$4.02 Million
2.79% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
127,865
shares
|
$4.01 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
127,652
shares
|
$4 Million
1.86% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
127,095
shares
|
$3.98 Million
1.26% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
125,642
shares
|
$3.94 Million
0.87% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
125,127
shares
|
$3.92 Million
2.58% of portfolio
|
Q4 2024
Added 48.55%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
121,734
shares
|
$3.82 Million
2.89% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
121,589
shares
|
$3.81 Million
1.82% of portfolio
|
Q4 2024
New holding
|