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 254 Million shares, which have been reported (via 13F filing form) to have a value of $9.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
193,419
shares
|
$7.03 Million
1.67% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
192,464
shares
|
$6.99 Million
0.34% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
191,500
shares
|
$6.96 Million
0.54% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
186,474
shares
|
$6.77 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
|
$6.76 Million
3.37% of portfolio
|
Q1 2024
Added 22.61%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
183,297
shares
|
$6.66 Million
4.38% of portfolio
|
Q2 2025
Added 34.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
182,616
shares
|
$6.63 Million
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
182,578
shares
|
$6.63 Million
2.18% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
180,771
shares
|
$6.57 Million
4.67% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
178,473
shares
|
$6.48 Million
3.68% of portfolio
|
Q1 2023
Added 19.21%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
178,267
shares
|
$6.48 Million
1.74% of portfolio
|
Q2 2025
Added 46.06%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
177,882
shares
|
$6.46 Million
3.49% of portfolio
|
Q2 2025
Added 132.78%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
177,409
shares
|
$6.45 Million
0.45% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
177,394
shares
|
$6.44 Million
0.19% of portfolio
|
Q2 2025
Added 22.15%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
176,637
shares
|
$6.42 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
173,844
shares
|
$6.32 Million
2.7% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
173,114
shares
|
$6.29 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Aug 06, 2025 Q2 2025 |
172,357
shares
|
$6.26 Million
3.9% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
171,831
shares
|
$6.24 Million
2.66% of portfolio
|
Q2 2023
Reduced 9.92%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
169,575
shares
|
$6.16 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
168,420
shares
|
$6.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
165,783
shares
|
$6.02 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
165,150
shares
|
$6 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
161,981
shares
|
$5.88 Million
0.81% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
160,200
shares
|
$5.82 Million
0.9% of portfolio
|
Q2 2025
Added 23.32%
|