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 |
|---|---|---|---|---|---|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
33,390
shares
|
$1.21 Million
0.79% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
33,257
shares
|
$1.21 Million
0.58% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
32,443
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
32,010
shares
|
$1.16 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
31,046
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Added 20.67%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
30,725
shares
|
$1.12 Million
0.36% of portfolio
|
Q2 2025
Added 45.98%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
30,715
shares
|
$1.12 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
30,600
shares
|
$1.11 Million
0.42% of portfolio
|
Q2 2025
Added 46.29%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
30,590
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
30,584
shares
|
$1.11 Million
0.86% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
30,580
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 36.31%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
30,342
shares
|
$1.1 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
29,959
shares
|
$1.09 Million
0.13% of portfolio
|
Q2 2025
Added 18.14%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
29,819
shares
|
$1.08 Million
0.65% of portfolio
|
Q2 2025
Added 27.15%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
29,488
shares
|
$1.07 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
28,433
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Jul 28, 2025 Q2 2025 |
27,660
shares
|
$1 Million
0.75% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
26,864
shares
|
$975,969
0.34% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
26,647
shares
|
$968,085
0.79% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
26,580
shares
|
$965,651
0.37% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
26,407
shares
|
$959,366
0.2% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
26,284
shares
|
$954,897
0.03% of portfolio
|
Q2 2025
Added 158.93%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
25,987
shares
|
$944,107
0.19% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,940
shares
|
$942,400
0.03% of portfolio
|
Q3 2023
Added 204.28%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
25,892
shares
|
$940,656
0.7% of portfolio
|
Q2 2025
Added 31.87%
|