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 608 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $7.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
43,432
shares
|
$1.37 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
42,871
shares
|
$1.35 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
42,788
shares
|
$1.35 Million
1.16% of portfolio
|
Q4 2024
Reduced 96.58%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
42,786
shares
|
$1.35 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
|
$1.34 Million
1.01% of portfolio
|
Q4 2024
Added 94.37%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
40,179
shares
|
$1.26 Million
1.11% of portfolio
|
Q4 2024
Reduced 25.1%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
40,164
shares
|
$1.26 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
40,093
shares
|
$1.26 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
39,663
shares
|
$1.25 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
39,152
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
39,123
shares
|
$1.23 Million
0.09% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
38,972
shares
|
$1.23 Million
1.27% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
38,864
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
38,557
shares
|
$1.21 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
38,517
shares
|
$1.21 Million
0.17% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
38,299
shares
|
$1.21 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
37,301
shares
|
$1.17 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
36,912
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
36,735
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Feb 26, 2025 Q4 2024 |
36,543
shares
|
$1.15 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
35,995
shares
|
$1.13 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
35,857
shares
|
$1.13 Million
0.56% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
35,783
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
35,267
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
New holding
|