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 |
---|---|---|---|---|---|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
130,000
shares
|
$4.72 Million
0.22% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
128,027
shares
|
$4.65 Million
3.82% of portfolio
|
Q2 2025
Added 5.37%
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
126,672
shares
|
$4.6 Million
0.84% of portfolio
|
Q2 2025
Added 1031.81%
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
126,170
shares
|
$4.58 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
|
$4.55 Million
0.14% of portfolio
|
Q2 2025
Added 24.42%
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
125,127
shares
|
$4.55 Million
2.58% of portfolio
|
Q4 2024
Added 48.55%
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
121,562
shares
|
$4.42 Million
0.92% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
121,421
shares
|
$4.41 Million
2.04% of portfolio
|
Q2 2025
Added 80.53%
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
121,166
shares
|
$4.4 Million
3.35% of portfolio
|
Q2 2025
Added 46.03%
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
118,944
shares
|
$4.32 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
117,166
shares
|
$4.26 Million
0.85% of portfolio
|
Q2 2025
Added 11.62%
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
116,478
shares
|
$4.23 Million
2.2% of portfolio
|
Q2 2025
Added 1.19%
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
115,643
shares
|
$4.2 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
115,145
shares
|
$4.18 Million
0.39% of portfolio
|
Q2 2025
Added 2.51%
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
114,825
shares
|
$4.17 Million
1.07% of portfolio
|
Q2 2025
Added 5.21%
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
114,421
shares
|
$4.16 Million
0.38% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
113,291
shares
|
$4.12 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
112,608
shares
|
$4.09 Million
1.24% of portfolio
|
Q1 2023
Added 10.77%
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
112,242
shares
|
$4.08 Million
3.59% of portfolio
|
Q2 2025
Added 3.37%
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
112,138
shares
|
$4.07 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
110,592
shares
|
$4.02 Million
3.59% of portfolio
|
Q1 2025
Reduced 28.11%
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
110,272
shares
|
$4.01 Million
1.43% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
108,003
shares
|
$3.92 Million
0.87% of portfolio
|
Q2 2025
Added 12.23%
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
105,979
shares
|
$3.85 Million
1.41% of portfolio
|
Q2 2025
Added 7.57%
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
104,583
shares
|
$3.8 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.55%
|