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 |
|---|---|---|---|---|---|
|
Scratch Capital LLC
Boise, ID |
Feb 06, 2025 Q4 2024 |
35,120
shares
|
$1.11 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
34,787
shares
|
$1.1 Million
0.89% of portfolio
|
Q4 2024
Reduced 43.78%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
34,393
shares
|
$1.08 Million
0.75% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
34,280
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
34,036
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
33,694
shares
|
$1.06 Million
0.29% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
33,396
shares
|
$1.05 Million
0.65% of portfolio
|
Q3 2023
Added 13.35%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
33,109
shares
|
$1.04 Million
0.12% of portfolio
|
Q4 2024
Added 33.13%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
32,376
shares
|
$1.02 Million
0.73% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
31,012
shares
|
$976,257
0.01% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
30,990
shares
|
$975,565
0.31% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
30,884
shares
|
$972,228
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
30,023
shares
|
$945,124
0.0% of portfolio
|
Q4 2024
Added 352.84%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
29,987
shares
|
$943,990
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
29,815
shares
|
$938,576
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
29,599
shares
|
$931,776
0.03% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
29,209
shares
|
$919,499
0.7% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
28,059
shares
|
$883,297
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
26,407
shares
|
$831,292
0.17% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,940
shares
|
$816,591
0.03% of portfolio
|
Q3 2023
Added 204.28%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
25,885
shares
|
$814,859
0.29% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
25,647
shares
|
$807,367
0.02% of portfolio
|
Q4 2024
Reduced 20.38%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
25,547
shares
|
$804,219
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
25,530
shares
|
$803,684
0.02% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
25,371
shares
|
$798,679
0.14% of portfolio
|
Q4 2024
New holding
|