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 703 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $9.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
197,544
shares
|
$7.23 Million
1.11% of portfolio
|
Q3 2025
Added 23.31%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
197,005
shares
|
$7.21 Million
1.87% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
196,730
shares
|
$7.2 Million
3.94% of portfolio
|
Q4 2023
Added 6.37%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
196,158
shares
|
$7.18 Million
5.8% of portfolio
|
Q2 2025
Added 115.45%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
195,955
shares
|
$7.17 Million
5.8% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
195,629
shares
|
$7.16 Million
1.53% of portfolio
|
Q3 2024
Added 220.21%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
193,419
shares
|
$7.08 Million
1.67% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
192,464
shares
|
$7.04 Million
0.34% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Baring Financial LLC
Bellingham, WA |
Oct 06, 2025 Q3 2025 |
189,621
shares
|
$6.94 Million
4.7% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Oct 23, 2025 Q3 2025 |
189,313
shares
|
$6.93 Million
3.11% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
189,244
shares
|
$6.93 Million
1.11% of portfolio
|
Q3 2025
Added 23.04%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
188,392
shares
|
$6.9 Million
0.05% of portfolio
|
Q3 2025
Added 33.4%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
187,598
shares
|
$6.87 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
186,474
shares
|
$6.82 Million
0.07% of portfolio
|
Q2 2025
Added 30.26%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
185,971
shares
|
$6.81 Million
3.37% of portfolio
|
Q1 2024
Added 22.61%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
184,060
shares
|
$6.74 Million
0.86% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
183,297
shares
|
$6.71 Million
4.38% of portfolio
|
Q2 2025
Added 34.02%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
183,277
shares
|
$6.71 Million
2.22% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
183,018
shares
|
$6.7 Million
3.41% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
182,616
shares
|
$6.68 Million
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
178,473
shares
|
$6.53 Million
3.68% of portfolio
|
Q1 2023
Added 19.21%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
177,409
shares
|
$6.49 Million
0.45% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
177,101
shares
|
$6.48 Million
2.71% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
176,695
shares
|
$6.47 Million
0.81% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
175,362
shares
|
$6.42 Million
0.42% of portfolio
|
Q3 2025
Added 3.41%
|