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 |
|---|---|---|---|---|---|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
64,350
shares
|
$2.34 Million
1.28% of portfolio
|
Q2 2025
Added 24.22%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
64,026
shares
|
$2.33 Million
0.55% of portfolio
|
Q2 2023
Reduced 58.78%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
64,016
shares
|
$2.33 Million
2.08% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
63,582
shares
|
$2.31 Million
2.1% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
63,425
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
63,317
shares
|
$2.3 Million
0.7% of portfolio
|
Q2 2025
Added 37.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
62,981
shares
|
$2.29 Million
0.04% of portfolio
|
Q2 2025
Added 50.42%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
62,853
shares
|
$2.28 Million
1.26% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
61,009
shares
|
$2.22 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
|
$2.21 Million
1.9% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
60,525
shares
|
$2.2 Million
0.46% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
59,969
shares
|
$2.18 Million
1.36% of portfolio
|
Q2 2025
Added 124.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
59,700
shares
|
$2.17 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
59,649
shares
|
$2.17 Million
1.31% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
58,558
shares
|
$2.13 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
58,515
shares
|
$2.13 Million
3.64% of portfolio
|
Q1 2025
Added 535.48%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
55,390
shares
|
$2.01 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
55,056
shares
|
$2 Million
1.2% of portfolio
|
Q2 2025
Added 22.15%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
53,407
shares
|
$1.94 Million
1.54% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
53,049
shares
|
$1.93 Million
1.22% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
52,483
shares
|
$1.91 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
51,912
shares
|
$1.89 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
51,385
shares
|
$1.87 Million
0.78% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,342
shares
|
$1.87 Million
0.04% of portfolio
|
Q3 2024
Added 18.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
50,325
shares
|
$1.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.28%
|