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 701 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $9.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
1,864,707
shares
|
$67.6 Million
9.14% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,815,008
shares
|
$65.8 Million
1.55% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,799,682
shares
|
$65.2 Million
2.36% of portfolio
|
Q2 2025
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
1,765,590
shares
|
$64 Million
12.04% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
1,736,995
shares
|
$63 Million
2.82% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
1,728,244
shares
|
$62.6 Million
8.79% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,696,259
shares
|
$61.5 Million
6.66% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
1,686,309
shares
|
$61.1 Million
6.74% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,632,806
shares
|
$59.2 Million
0.08% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,605,339
shares
|
$58.2 Million
4.42% of portfolio
|
Q2 2024
Added 6.87%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,569,043
shares
|
$56.9 Million
7.41% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,560,622
shares
|
$56.6 Million
0.04% of portfolio
|
Q2 2025
Added 281.28%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,520,432
shares
|
$55.1 Million
15.27% of portfolio
|
Q3 2022
Added 482.39%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
1,500,700
shares
|
$54.4 Million
4.69% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,452,180
shares
|
$52.6 Million
8.87% of portfolio
|
Q2 2024
Added 61.9%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
1,446,508
shares
|
$52.4 Million
2.95% of portfolio
|
Q1 2024
Added 24.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
1,433,292
shares
|
$52 Million
0.98% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,413,867
shares
|
$51.3 Million
0.47% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
1,404,967
shares
|
$50.9 Million
6.59% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,378,934
shares
|
$50 Million
6.84% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,373,422
shares
|
$49.8 Million
1.27% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
1,292,913
shares
|
$46.9 Million
9.71% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
1,263,507
shares
|
$45.8 Million
9.24% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
1,256,522
shares
|
$45.5 Million
14.74% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,249,354
shares
|
$45.3 Million
5.47% of portfolio
|
Q3 2024
Added 9.21%
|