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 538 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
21,817
shares
|
$648,837
0.41% of portfolio
|
Q1 2024
Added 19.36%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
21,743
shares
|
$646,636
0.2% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
21,406
shares
|
$636,614
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
20,625
shares
|
$613,387
0.18% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
20,232
shares
|
$601,699
0.0% of portfolio
|
Q3 2024
Reduced 73.63%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
19,747
shares
|
$587,275
0.1% of portfolio
|
Q3 2024
Added 337.17%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
19,646
shares
|
$584,272
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
19,607
shares
|
$583,112
0.04% of portfolio
|
Q3 2024
Reduced 55.95%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
19,597
shares
|
$582,814
0.08% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
19,576
shares
|
$582,190
0.12% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
19,468
shares
|
$578,978
0.04% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
19,298
shares
|
$573,922
0.13% of portfolio
|
Q1 2024
Reduced 32.92%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,056
shares
|
$566,725
0.02% of portfolio
|
Q3 2022
Added 12.25%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
18,361
shares
|
$546,056
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
17,939
shares
|
$533,505
0.01% of portfolio
|
Q2 2024
Added 17.18%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
17,741
shares
|
$527,617
0.38% of portfolio
|
Q4 2022
Reduced 8.24%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
17,486
shares
|
$520,033
0.31% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
17,362
shares
|
$516,345
0.11% of portfolio
|
Q3 2024
Added 91.51%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
17,241
shares
|
$512,747
0.05% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
17,211
shares
|
$511,855
0.02% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
16,800
shares
|
$499,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
16,767
shares
|
$498,650
0.31% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
16,600
shares
|
$493,684
0.19% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
16,589
shares
|
$493,356
0.45% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
16,495
shares
|
$490,561
0.31% of portfolio
|
Q3 2024
Reduced 1.86%
|