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 701 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $9.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
141,294
shares
|
$5.12 Million
0.53% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
138,617
shares
|
$5.02 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
138,333
shares
|
$5.01 Million
4.36% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
137,459
shares
|
$4.98 Million
2.21% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
136,570
shares
|
$4.95 Million
3.1% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
136,402
shares
|
$4.94 Million
0.88% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
135,083
shares
|
$4.9 Million
2.24% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
131,364
shares
|
$4.76 Million
0.25% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
130,000
shares
|
$4.71 Million
0.22% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
126,324
shares
|
$4.58 Million
0.42% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
125,379
shares
|
$4.54 Million
0.13% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
125,183
shares
|
$4.54 Million
1.25% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
125,127
shares
|
$4.54 Million
2.58% of portfolio
|
Q4 2024
Added 48.55%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
118,791
shares
|
$4.31 Million
3.75% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
117,801
shares
|
$4.27 Million
0.88% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
117,760
shares
|
$4.27 Million
0.62% of portfolio
|
Q3 2025
Added 42.93%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
116,478
shares
|
$4.22 Million
2.2% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
115,956
shares
|
$4.2 Million
0.38% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
115,035
shares
|
$4.17 Million
0.91% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
114,825
shares
|
$4.16 Million
1.07% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
114,173
shares
|
$4.14 Million
1.5% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
113,291
shares
|
$4.11 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
112,608
shares
|
$4.08 Million
1.24% of portfolio
|
Q1 2023
Added 10.77%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
108,510
shares
|
$3.93 Million
1.29% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
104,879
shares
|
$3.8 Million
1.11% of portfolio
|
Q3 2025
Added 13.85%
|