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 |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
21,817
shares
|
$757,268
0.41% of portfolio
|
Q1 2024
Added 19.36%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
21,561
shares
|
$748,382
0.03% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
21,406
shares
|
$743,002
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
21,398
shares
|
$742,724
0.2% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
21,124
shares
|
$733,214
0.11% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
20,918
shares
|
$726,063
0.29% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
20,824
shares
|
$722,801
0.19% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
20,698
shares
|
$718,427
0.45% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
20,063
shares
|
$696,386
0.08% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
19,855
shares
|
$689,167
0.22% of portfolio
|
Q2 2025
Added 24.24%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
19,791
shares
|
$686,945
0.05% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
19,635
shares
|
$681,530
0.49% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
19,298
shares
|
$669,833
0.13% of portfolio
|
Q1 2024
Reduced 32.92%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
19,099
shares
|
$662,926
0.02% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,056
shares
|
$661,433
0.02% of portfolio
|
Q3 2022
Added 12.25%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
19,040
shares
|
$660,878
0.3% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
19,017
shares
|
$660,080
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
19,002
shares
|
$659,559
0.01% of portfolio
|
Q1 2025
Added 158.18%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
18,792
shares
|
$652,270
0.5% of portfolio
|
Q1 2025
Added 33.85%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
18,791
shares
|
$652,235
0.04% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
17,854
shares
|
$619,712
0.13% of portfolio
|
Q1 2025
Reduced 30.11%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
17,741
shares
|
$615,790
0.38% of portfolio
|
Q4 2022
Reduced 8.24%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
17,646
shares
|
$612,492
0.26% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
17,486
shares
|
$606,939
0.1% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
17,297
shares
|
$600,378
0.43% of portfolio
|
Q2 2025
Reduced 29.84%
|