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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
44,700
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 88.48%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
43,269
shares
|
$1.5 Million
1.06% of portfolio
|
Q2 2025
Added 26.65%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
41,736
shares
|
$1.45 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
41,685
shares
|
$1.45 Million
1.07% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
41,445
shares
|
$1.44 Million
0.25% of portfolio
|
Q2 2025
Added 63.36%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
40,446
shares
|
$1.4 Million
0.18% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
40,093
shares
|
$1.39 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
40,080
shares
|
$1.39 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
39,117
shares
|
$1.36 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
38,944
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Added 59.65%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
38,852
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
38,464
shares
|
$1.34 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
38,385
shares
|
$1.33 Million
0.07% of portfolio
|
Q2 2025
Reduced 28.75%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
38,372
shares
|
$1.33 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
37,938
shares
|
$1.32 Million
1.39% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
36,870
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
36,615
shares
|
$1.27 Million
0.31% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
36,572
shares
|
$1.27 Million
0.21% of portfolio
|
Q2 2025
Added 24.91%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
36,384
shares
|
$1.26 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
36,233
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
36,105
shares
|
$1.25 Million
0.23% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
35,783
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
35,752
shares
|
$1.24 Million
0.2% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
35,487
shares
|
$1.23 Million
0.46% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
35,272
shares
|
$1.22 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.18%
|