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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
116,934
shares
|
$3.66 Million
0.88% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
116,184
shares
|
$3.64 Million
1.18% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
115,698
shares
|
$3.63 Million
0.93% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
115,125
shares
|
$3.61 Million
1.45% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
113,008
shares
|
$3.54 Million
2.29% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
112,608
shares
|
$3.53 Million
1.24% of portfolio
|
Q1 2023
Added 10.77%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
112,366
shares
|
$3.52 Million
0.45% of portfolio
|
Q4 2024
Added 27.62%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
111,719
shares
|
$3.5 Million
0.03% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
108,705
shares
|
$3.41 Million
0.34% of portfolio
|
Q4 2024
Added 27.97%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
106,427
shares
|
$3.34 Million
3.44% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
105,898
shares
|
$3.32 Million
0.39% of portfolio
|
Q4 2024
Added 24.58%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
105,845
shares
|
$3.32 Million
2.76% of portfolio
|
Q4 2024
Added 36.44%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
104,905
shares
|
$3.29 Million
0.67% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
104,038
shares
|
$3.26 Million
3.12% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
103,954
shares
|
$3.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
103,611
shares
|
$3.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
103,168
shares
|
$3.23 Million
0.1% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
102,383
shares
|
$3.21 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
102,201
shares
|
$3.2 Million
1.43% of portfolio
|
Q4 2024
Reduced 76.97%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
101,506
shares
|
$3.18 Million
0.98% of portfolio
|
Q4 2024
Added 34.82%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
99,925
shares
|
$3.13 Million
0.84% of portfolio
|
Q4 2024
Added 57.17%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
99,016
shares
|
$3.1 Million
1.21% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
97,413
shares
|
$3.05 Million
2.54% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
93,461
shares
|
$2.93 Million
0.42% of portfolio
|
Q4 2024
Added 91.41%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
93,400
shares
|
$2.93 Million
0.07% of portfolio
|
Q4 2024
Added 72.96%
|