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 658 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $8.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
35,210
shares
|
$1.22 Million
0.19% of portfolio
|
Q1 2025
Added 128.31%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
35,126
shares
|
$1.22 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
34,876
shares
|
$1.21 Million
0.38% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
34,782
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
34,633
shares
|
$1.2 Million
0.33% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
33,908
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
33,477
shares
|
$1.16 Million
0.17% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
33,396
shares
|
$1.16 Million
0.65% of portfolio
|
Q3 2023
Added 13.35%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
33,390
shares
|
$1.16 Million
0.79% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
33,257
shares
|
$1.15 Million
0.58% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
33,015
shares
|
$1.15 Million
0.25% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
32,573
shares
|
$1.13 Million
0.7% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
32,134
shares
|
$1.12 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
31,488
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
30,881
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 89.61%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
30,725
shares
|
$1.07 Million
0.36% of portfolio
|
Q2 2025
Added 45.98%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
30,584
shares
|
$1.06 Million
0.86% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
30,456
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
30,342
shares
|
$1.05 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
29,819
shares
|
$1.04 Million
0.65% of portfolio
|
Q2 2025
Added 27.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
29,711
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
28,433
shares
|
$986,909
0.12% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
26,864
shares
|
$932,449
0.34% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
26,778
shares
|
$929,464
0.36% of portfolio
|
Q1 2025
Reduced 37.41%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
26,765
shares
|
$929,013
0.59% of portfolio
|
Q1 2025
New holding
|