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 681 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $9.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
80,979
shares
|
$2.94 Million
2.45% of portfolio
|
Q2 2025
Added 54.73%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
80,668
shares
|
$2.93 Million
1.23% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
80,641
shares
|
$2.93 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
80,602
shares
|
$2.93 Million
1.44% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
80,573
shares
|
$2.93 Million
0.07% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
80,399
shares
|
$2.92 Million
0.54% of portfolio
|
Q2 2025
Added 50.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
77,874
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
75,565
shares
|
$2.75 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
75,170
shares
|
$2.73 Million
2.11% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
73,686
shares
|
$2.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
72,768
shares
|
$2.64 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
72,731
shares
|
$2.64 Million
0.69% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
72,394
shares
|
$2.63 Million
0.15% of portfolio
|
Q2 2025
Added 285.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
72,249
shares
|
$2.62 Million
0.05% of portfolio
|
Q2 2025
Added 277.28%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
71,913
shares
|
$2.61 Million
0.95% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
71,303
shares
|
$2.59 Million
1.36% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
70,373
shares
|
$2.56 Million
1.0% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
70,004
shares
|
$2.54 Million
1.98% of portfolio
|
Q2 2025
Added 78.96%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
69,662
shares
|
$2.53 Million
1.7% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
69,354
shares
|
$2.52 Million
1.17% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
68,795
shares
|
$2.5 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
68,791
shares
|
$2.5 Million
1.14% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
66,549
shares
|
$2.42 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
66,063
shares
|
$2.4 Million
1.07% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
65,710
shares
|
$2.39 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.79%
|