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 |
|---|---|---|---|---|---|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
72,466
shares
|
$2.52 Million
0.73% of portfolio
|
Q1 2025
Added 193.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
72,249
shares
|
$2.51 Million
0.05% of portfolio
|
Q2 2025
Added 277.28%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
72,217
shares
|
$2.51 Million
1.63% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
71,355
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
71,308
shares
|
$2.48 Million
0.84% of portfolio
|
Q1 2025
Added 53.05%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
71,303
shares
|
$2.47 Million
1.36% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
70,373
shares
|
$2.44 Million
1.0% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
70,316
shares
|
$2.44 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
68,791
shares
|
$2.39 Million
1.14% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
68,547
shares
|
$2.38 Million
0.39% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
67,850
shares
|
$2.36 Million
1.3% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
67,594
shares
|
$2.35 Million
0.25% of portfolio
|
Q1 2025
Added 21.83%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
66,317
shares
|
$2.3 Million
0.13% of portfolio
|
Q1 2025
Added 172.49%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
66,063
shares
|
$2.29 Million
1.07% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
65,184
shares
|
$2.26 Million
0.49% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
64,350
shares
|
$2.23 Million
1.28% of portfolio
|
Q2 2025
Added 24.22%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
64,026
shares
|
$2.22 Million
0.55% of portfolio
|
Q2 2023
Reduced 58.78%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
63,946
shares
|
$2.22 Million
1.83% of portfolio
|
Q1 2025
Added 83.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
62,981
shares
|
$2.19 Million
0.04% of portfolio
|
Q2 2025
Added 50.42%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
62,659
shares
|
$2.17 Million
1.28% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
62,081
shares
|
$2.15 Million
0.37% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
61,839
shares
|
$2.15 Million
1.05% of portfolio
|
Q1 2025
Added 26.88%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
61,009
shares
|
$2.12 Million
1.63% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
60,828
shares
|
$2.11 Million
1.9% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
59,649
shares
|
$2.07 Million
1.31% of portfolio
|
Q2 2025
Reduced 5.77%
|