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 658 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $8.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
91,480
shares
|
$3.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
91,047
shares
|
$3.16 Million
2.7% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
90,873
shares
|
$3.15 Million
1.35% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
90,190
shares
|
$3.13 Million
1.68% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
89,929
shares
|
$3.12 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
89,538
shares
|
$3.11 Million
2.25% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
87,907
shares
|
$3.05 Million
2.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
85,928
shares
|
$2.98 Million
0.29% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
85,659
shares
|
$2.97 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
85,641
shares
|
$2.97 Million
0.93% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
83,447
shares
|
$2.9 Million
1.31% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
82,971
shares
|
$2.88 Million
2.17% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
82,561
shares
|
$2.87 Million
0.21% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
82,281
shares
|
$2.86 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
82,030
shares
|
$2.85 Million
0.86% of portfolio
|
Q2 2025
Reduced 31.99%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
81,269
shares
|
$2.82 Million
1.05% of portfolio
|
Q2 2025
Added 15.14%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
80,979
shares
|
$2.81 Million
2.45% of portfolio
|
Q2 2025
Added 54.73%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
79,727
shares
|
$2.77 Million
1.19% of portfolio
|
Q1 2025
Reduced 77.86%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
79,461
shares
|
$2.76 Million
0.24% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
77,781
shares
|
$2.7 Million
0.07% of portfolio
|
Q1 2025
Added 22.24%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
76,415
shares
|
$2.65 Million
1.31% of portfolio
|
Q1 2025
Added 113.11%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
76,290
shares
|
$2.65 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
75,565
shares
|
$2.62 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
73,874
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
72,867
shares
|
$2.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.1%
|