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 655 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $8.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
178,473
shares
|
$6.19 Million
3.68% of portfolio
|
Q1 2023
Added 19.21%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
178,267
shares
|
$6.19 Million
1.74% of portfolio
|
Q2 2025
Added 46.06%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
173,114
shares
|
$6.01 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
171,831
shares
|
$5.96 Million
2.66% of portfolio
|
Q2 2023
Reduced 9.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
170,132
shares
|
$5.91 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
169,575
shares
|
$5.89 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
167,618
shares
|
$5.82 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
166,782
shares
|
$5.79 Million
3.29% of portfolio
|
Q1 2025
Added 57.57%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
166,364
shares
|
$5.77 Million
0.45% of portfolio
|
Q1 2025
Added 23.52%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
165,783
shares
|
$5.75 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
164,465
shares
|
$5.71 Million
2.51% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
160,200
shares
|
$5.56 Million
0.9% of portfolio
|
Q2 2025
Added 23.32%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
159,127
shares
|
$5.52 Million
1.09% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Apr 30, 2025 Q1 2025 |
158,085
shares
|
$5.49 Million
3.99% of portfolio
|
Q1 2025
Added 13.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
156,128
shares
|
$5.42 Million
0.0% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
155,000
shares
|
$5.38 Million
0.3% of portfolio
|
Q4 2023
Reduced 6.06%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
154,660
shares
|
$5.37 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
154,510
shares
|
$5.36 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
154,427
shares
|
$5.36 Million
4.32% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
154,340
shares
|
$5.36 Million
1.57% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
152,915
shares
|
$5.31 Million
3.16% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
152,590
shares
|
$5.3 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
149,660
shares
|
$5.19 Million
0.94% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
148,782
shares
|
$5.16 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
146,951
shares
|
$5.1 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.11%
|