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 |
|---|---|---|---|---|---|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
58,610
shares
|
$2.03 Million
0.79% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
58,515
shares
|
$2.03 Million
3.64% of portfolio
|
Q1 2025
Added 535.48%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
55,799
shares
|
$1.94 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
55,056
shares
|
$1.91 Million
1.2% of portfolio
|
Q2 2025
Added 22.15%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
53,595
shares
|
$1.86 Million
0.36% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
53,407
shares
|
$1.85 Million
1.54% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
53,237
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
52,483
shares
|
$1.82 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
51,746
shares
|
$1.8 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
51,385
shares
|
$1.78 Million
0.78% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,342
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2024
Added 18.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
50,325
shares
|
$1.75 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
49,891
shares
|
$1.73 Million
0.49% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
49,086
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 39.18%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
48,275
shares
|
$1.68 Million
0.05% of portfolio
|
Q2 2025
Reduced 60.47%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
48,129
shares
|
$1.67 Million
0.46% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
48,011
shares
|
$1.67 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
47,996
shares
|
$1.67 Million
0.92% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
47,280
shares
|
$1.64 Million
1.64% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
47,114
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2023
Added 1.55%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
46,247
shares
|
$1.61 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
46,127
shares
|
$1.6 Million
0.49% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
45,461
shares
|
$1.58 Million
0.07% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
45,437
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
45,224
shares
|
$1.57 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.24%
|