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 703 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $9.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
51,385
shares
|
$1.88 Million
0.78% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,342
shares
|
$1.88 Million
0.04% of portfolio
|
Q3 2024
Added 18.73%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
51,072
shares
|
$1.87 Million
0.05% of portfolio
|
Q3 2025
Added 28.61%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
50,914
shares
|
$1.86 Million
0.42% of portfolio
|
Q3 2025
Added 39.05%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
50,110
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
49,972
shares
|
$1.83 Million
1.7% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
49,891
shares
|
$1.83 Million
0.49% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
49,838
shares
|
$1.82 Million
0.98% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
49,785
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
49,500
shares
|
$1.81 Million
1.21% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
49,338
shares
|
$1.81 Million
0.22% of portfolio
|
Q2 2025
Added 21.98%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
49,103
shares
|
$1.8 Million
0.25% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
48,400
shares
|
$1.77 Million
0.21% of portfolio
|
Q2 2025
Added 613.02%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
48,275
shares
|
$1.77 Million
0.05% of portfolio
|
Q2 2025
Reduced 60.47%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
48,133
shares
|
$1.76 Million
0.4% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
47,490
shares
|
$1.74 Million
0.08% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
47,114
shares
|
$1.72 Million
0.06% of portfolio
|
Q3 2023
Added 1.55%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
46,975
shares
|
$1.72 Million
0.26% of portfolio
|
Q3 2025
Added 31.39%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
46,907
shares
|
$1.72 Million
0.25% of portfolio
|
Q3 2025
Added 28.26%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
45,403
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
Added 16.86%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
45,224
shares
|
$1.66 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
44,783
shares
|
$1.64 Million
0.07% of portfolio
|
Q3 2025
Added 91.66%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
44,507
shares
|
$1.63 Million
0.37% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
44,249
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
43,884
shares
|
$1.61 Million
0.54% of portfolio
|
Q3 2025
New holding
|