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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
159,451
shares
|
$5.79 Million
0.13% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
158,541
shares
|
$5.76 Million
5.15% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
156,128
shares
|
$5.67 Million
0.0% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
154,427
shares
|
$5.61 Million
4.32% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
153,811
shares
|
$5.59 Million
1.0% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
153,184
shares
|
$5.57 Million
0.43% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
152,915
shares
|
$5.56 Million
3.16% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
152,590
shares
|
$5.54 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
149,660
shares
|
$5.44 Million
0.94% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
148,834
shares
|
$5.41 Million
1.38% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
148,782
shares
|
$5.41 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
148,687
shares
|
$5.4 Million
0.05% of portfolio
|
Q2 2025
Added 62.53%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
148,671
shares
|
$5.4 Million
1.42% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
146,951
shares
|
$5.34 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
145,757
shares
|
$5.3 Million
1.93% of portfolio
|
Q2 2025
Reduced 28.91%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
141,602
shares
|
$5.14 Million
3.53% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
141,227
shares
|
$5.13 Million
0.04% of portfolio
|
Q2 2025
Added 206.73%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
140,863
shares
|
$5.12 Million
3.18% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
140,648
shares
|
$5.11 Million
1.33% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
140,016
shares
|
$5.09 Million
0.57% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
136,402
shares
|
$4.96 Million
0.88% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
136,275
shares
|
$4.95 Million
3.15% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
135,083
shares
|
$4.91 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
|
$4.85 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
131,364
shares
|
$4.77 Million
0.25% of portfolio
|
Q4 2023
Added 0.01%
|