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 594 institutions that hold shares in the stock, with a total of 228 Million shares, which have been reported (via 13F filing form) to have a value of $7.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
15,850
shares
|
$496,739
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
15,797
shares
|
$495,077
0.0% of portfolio
|
Q4 2024
Added 40.77%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,514
shares
|
$486,208
0.01% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
15,450
shares
|
$484,203
0.36% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
15,422
shares
|
$483,325
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
15,400
shares
|
$482,636
0.02% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
15,204
shares
|
$476,493
0.16% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
15,122
shares
|
$473,923
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
15,061
shares
|
$472,011
0.23% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,609
shares
|
$457,846
0.09% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
14,543
shares
|
$455,777
0.13% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
14,537
shares
|
$455,589
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
14,091
shares
|
$441,611
0.21% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
14,040
shares
|
$440,013
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
14,011
shares
|
$439,104
0.09% of portfolio
|
Q4 2024
Added 66.05%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
13,943
shares
|
$436,973
0.22% of portfolio
|
Q4 2024
Reduced 20.26%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
13,733
shares
|
$430,392
0.23% of portfolio
|
Q4 2024
Reduced 88.08%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,557
shares
|
$424,876
0.12% of portfolio
|
Q4 2024
Added 17.85%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
13,413
shares
|
$420,363
0.17% of portfolio
|
Q4 2024
Added 69.98%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
13,352
shares
|
$418,451
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
13,315
shares
|
$417,292
0.24% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
12,877
shares
|
$403,565
0.12% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
12,682
shares
|
$397,453
0.08% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,628
shares
|
$395,761
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
12,578
shares
|
$394,194
0.04% of portfolio
|
Q2 2024
Reduced 15.5%
|