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 539 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 $5.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
16,495
shares
|
$491,386
0.31% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
16,442
shares
|
$489,807
0.09% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
16,130
shares
|
$480,512
0.04% of portfolio
|
Q3 2024
Added 32.5%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
16,109
shares
|
$479,887
0.13% of portfolio
|
Q1 2024
Reduced 4.66%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
16,092
shares
|
$479,380
0.17% of portfolio
|
Q4 2022
Reduced 40.69%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
16,048
shares
|
$478,069
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
15,921
shares
|
$474,286
0.19% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
15,850
shares
|
$472,171
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,798
shares
|
$470,622
0.01% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
15,450
shares
|
$460,255
0.39% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
14,459
shares
|
$430,733
0.16% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
14,379
shares
|
$428,350
0.16% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
14,316
shares
|
$426,473
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
14,312
shares
|
$426,354
0.22% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
14,046
shares
|
$418,430
0.24% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
13,749
shares
|
$409,582
0.13% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
13,408
shares
|
$399,424
0.23% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
13,362
shares
|
$398,053
0.26% of portfolio
|
Q3 2024
Reduced 18.63%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
13,352
shares
|
$397,756
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
13,315
shares
|
$396,653
0.26% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
12,885
shares
|
$383,844
0.09% of portfolio
|
Q3 2024
Added 61.41%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
12,682
shares
|
$377,796
0.08% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,628
shares
|
$376,188
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
12,595
shares
|
$375,205
0.12% of portfolio
|
Q3 2024
Added 37.56%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
12,578
shares
|
$374,698
0.03% of portfolio
|
Q3 2024
New holding
|