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 594 institutions that hold shares in the stock, with a total of 228 Million shares, which have been reported (via 13F filing form) to have a value of $7.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
50,803
shares
|
$1.59 Million
0.95% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
50,054
shares
|
$1.57 Million
0.64% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
49,891
shares
|
$1.56 Million
0.49% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
49,251
shares
|
$1.54 Million
0.75% of portfolio
|
Q4 2024
Added 37.05%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
49,184
shares
|
$1.54 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
49,170
shares
|
$1.54 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
48,930
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
48,737
shares
|
$1.53 Million
0.8% of portfolio
|
Q4 2024
Added 17.16%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
48,196
shares
|
$1.51 Million
0.83% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
48,080
shares
|
$1.51 Million
0.46% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
47,569
shares
|
$1.49 Million
0.3% of portfolio
|
Q4 2024
Added 25.06%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
47,114
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2023
Added 1.55%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
46,816
shares
|
$1.47 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
45,967
shares
|
$1.44 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
45,513
shares
|
$1.43 Million
0.44% of portfolio
|
Q4 2024
Reduced 19.27%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
45,199
shares
|
$1.42 Million
0.88% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
44,590
shares
|
$1.4 Million
0.53% of portfolio
|
Q4 2024
Reduced 27.33%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
43,788
shares
|
$1.37 Million
0.21% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
43,432
shares
|
$1.36 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
42,871
shares
|
$1.34 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
42,788
shares
|
$1.34 Million
1.16% of portfolio
|
Q4 2024
Reduced 96.58%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
42,786
shares
|
$1.34 Million
0.56% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
42,707
shares
|
$1.34 Million
0.44% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
42,480
shares
|
$1.33 Million
1.01% of portfolio
|
Q4 2024
Added 94.37%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
40,191
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
Added 0.36%
|