Institutional Ownership Dimensional ETF Tr (DFAI)
Currently, there are no institutions holding Dimensional ETF Tr (DFAI). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
145,222
shares
|
$5.04 Million
0.15% of portfolio
|
Q1 2025
Added 59.81%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
143,675
shares
|
$4.99 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
143,156
shares
|
$4.97 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
143,096
shares
|
$4.97 Million
1.3% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
143,037
shares
|
$4.96 Million
0.4% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
141,672
shares
|
$4.92 Million
0.73% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
141,602
shares
|
$4.92 Million
3.53% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
141,227
shares
|
$4.9 Million
0.04% of portfolio
|
Q2 2025
Added 206.73%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
140,863
shares
|
$4.89 Million
3.18% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
140,648
shares
|
$4.88 Million
1.33% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
138,990
shares
|
$4.82 Million
0.94% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
136,772
shares
|
$4.75 Million
3.28% of portfolio
|
Q1 2025
Added 75.74%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
136,275
shares
|
$4.73 Million
3.15% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
135,577
shares
|
$4.71 Million
0.54% of portfolio
|
Q1 2025
Added 28.03%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
135,083
shares
|
$4.69 Million
2.24% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
133,472
shares
|
$4.63 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
131,364
shares
|
$4.56 Million
0.25% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
126,672
shares
|
$4.4 Million
0.84% of portfolio
|
Q2 2025
Added 1031.81%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
126,170
shares
|
$4.38 Million
4.26% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
125,360
shares
|
$4.35 Million
0.14% of portfolio
|
Q2 2025
Added 24.42%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
125,127
shares
|
$4.34 Million
2.58% of portfolio
|
Q4 2024
Added 48.55%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
122,123
shares
|
$4.24 Million
0.12% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
121,562
shares
|
$4.22 Million
0.92% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
121,502
shares
|
$4.22 Million
3.58% of portfolio
|
Q1 2025
New holding
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
121,421
shares
|
$4.21 Million
2.04% of portfolio
|
Q2 2025
Added 80.53%
|