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 539 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 $5.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
47,942
shares
|
$1.43 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
47,306
shares
|
$1.41 Million
0.89% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
47,137
shares
|
$1.4 Million
0.29% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
47,114
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2023
Added 1.55%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
46,936
shares
|
$1.4 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
45,551
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Reduced 23.64%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
45,147
shares
|
$1.34 Million
0.92% of portfolio
|
Q3 2024
Added 108.61%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
45,107
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 90.73%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
44,254
shares
|
$1.32 Million
0.62% of portfolio
|
Q3 2024
Added 19.23%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
43,790
shares
|
$1.3 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
43,778
shares
|
$1.3 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
42,947
shares
|
$1.28 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
42,565
shares
|
$1.27 Million
0.5% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
41,598
shares
|
$1.24 Million
0.77% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
40,657
shares
|
$1.21 Million
0.31% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
40,583
shares
|
$1.21 Million
0.69% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
40,410
shares
|
$1.2 Million
0.71% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
40,191
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
40,093
shares
|
$1.19 Million
0.79% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
40,056
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
39,320
shares
|
$1.17 Million
1.13% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
39,290
shares
|
$1.17 Million
0.25% of portfolio
|
Q3 2024
Added 25.7%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
38,664
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
38,639
shares
|
$1.15 Million
0.8% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
38,037
shares
|
$1.13 Million
0.27% of portfolio
|
Q3 2024
Added 0.02%
|