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 |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
38,894
shares
|
$1.41 Million
0.2% of portfolio
|
Q2 2025
Added 16.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
38,385
shares
|
$1.39 Million
0.07% of portfolio
|
Q2 2025
Reduced 28.75%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
38,372
shares
|
$1.39 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
37,938
shares
|
$1.38 Million
1.39% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
37,430
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
37,050
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
37,018
shares
|
$1.34 Million
0.37% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
36,615
shares
|
$1.33 Million
0.31% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
36,572
shares
|
$1.33 Million
0.23% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
36,572
shares
|
$1.33 Million
0.21% of portfolio
|
Q2 2025
Added 24.91%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
36,384
shares
|
$1.32 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
36,270
shares
|
$1.32 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
36,209
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
36,152
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.43%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
35,752
shares
|
$1.3 Million
0.2% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
35,721
shares
|
$1.3 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
35,487
shares
|
$1.29 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
|
$1.28 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Sep 03, 2025 Q2 2025 |
35,126
shares
|
$1.28 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
34,876
shares
|
$1.27 Million
0.38% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
34,853
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
34,782
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
33,955
shares
|
$1.23 Million
0.15% of portfolio
|
Q2 2025
Added 282.38%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
33,598
shares
|
$1.22 Million
0.67% of portfolio
|
Q2 2025
Added 118.42%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
33,396
shares
|
$1.21 Million
0.65% of portfolio
|
Q3 2023
Added 13.35%
|