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 538 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
63,748
shares
|
$1.9 Million
0.91% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
63,576
shares
|
$1.89 Million
0.92% of portfolio
|
Q2 2024
Added 15.99%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
61,873
shares
|
$1.84 Million
1.8% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
61,703
shares
|
$1.84 Million
0.52% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
61,613
shares
|
$1.83 Million
0.86% of portfolio
|
Q3 2024
Added 75.87%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
61,356
shares
|
$1.82 Million
0.58% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
59,552
shares
|
$1.77 Million
0.97% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
59,011
shares
|
$1.75 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
58,558
shares
|
$1.74 Million
0.88% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
58,028
shares
|
$1.73 Million
0.09% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
57,754
shares
|
$1.72 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
56,728
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Reduced 64.37%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
56,379
shares
|
$1.68 Million
0.6% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
55,774
shares
|
$1.66 Million
0.52% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
55,357
shares
|
$1.65 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
54,000
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
53,644
shares
|
$1.6 Million
1.5% of portfolio
|
Q3 2024
New holding
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
52,821
shares
|
$1.57 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
52,523
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Added 36.84%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
51,753
shares
|
$1.54 Million
0.11% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,342
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2024
Added 18.73%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
49,891
shares
|
$1.48 Million
0.49% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
48,828
shares
|
$1.45 Million
0.25% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
48,517
shares
|
$1.44 Million
0.7% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
47,942
shares
|
$1.43 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.63%
|