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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
49,891
shares
|
$1.81 Million
0.49% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
49,785
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
48,400
shares
|
$1.76 Million
0.21% of portfolio
|
Q2 2025
Added 613.02%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
48,275
shares
|
$1.75 Million
0.05% of portfolio
|
Q2 2025
Reduced 60.47%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
48,129
shares
|
$1.75 Million
0.46% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
47,996
shares
|
$1.74 Million
0.92% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
47,490
shares
|
$1.73 Million
0.08% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
47,280
shares
|
$1.72 Million
1.64% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
47,114
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2023
Added 1.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
45,403
shares
|
$1.65 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
|
$1.64 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
44,689
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 41.92%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
43,269
shares
|
$1.57 Million
1.06% of portfolio
|
Q2 2025
Added 26.65%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
43,195
shares
|
$1.57 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
43,195
shares
|
$1.57 Million
0.22% of portfolio
|
Q2 2025
Added 182.41%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
42,933
shares
|
$1.56 Million
0.08% of portfolio
|
Q2 2025
Added 26.62%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
42,094
shares
|
$1.53 Million
0.27% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
41,736
shares
|
$1.52 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
41,685
shares
|
$1.51 Million
1.07% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
41,445
shares
|
$1.51 Million
0.25% of portfolio
|
Q2 2025
Added 63.36%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
40,446
shares
|
$1.47 Million
0.18% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
40,093
shares
|
$1.46 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
40,080
shares
|
$1.46 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
39,711
shares
|
$1.44 Million
0.05% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
39,055
shares
|
$1.42 Million
0.31% of portfolio
|
Q2 2025
Added 18.29%
|