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 645 institutions that hold shares in the stock, with a total of 235 Million shares, which have been reported (via 13F filing form) to have a value of $8.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
1,633,937
shares
|
$55.8 Million
6.36% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
1,633,867
shares
|
$55.8 Million
6.73% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,605,339
shares
|
$54.9 Million
4.42% of portfolio
|
Q2 2024
Added 6.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,563,655
shares
|
$53.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,545,488
shares
|
$52.8 Million
2.25% of portfolio
|
Q1 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,520,432
shares
|
$52 Million
15.27% of portfolio
|
Q3 2022
Added 482.39%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
1,518,680
shares
|
$51.9 Million
4.86% of portfolio
|
Q1 2025
Reduced 18.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,511,540
shares
|
$51.6 Million
1.09% of portfolio
|
Q1 2025
Added 39.61%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,475,934
shares
|
$50.4 Million
0.07% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,452,180
shares
|
$49.6 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
|
$49.4 Million
2.95% of portfolio
|
Q1 2024
Added 24.23%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,421,511
shares
|
$48.6 Million
6.89% of portfolio
|
Q1 2025
Added 275.28%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,413,867
shares
|
$48.3 Million
0.47% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,378,675
shares
|
$47.1 Million
0.02% of portfolio
|
Q1 2025
Added 81.48%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
1,377,498
shares
|
$47.1 Million
5.98% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,346,026
shares
|
$46 Million
12.94% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,332,768
shares
|
$45.5 Million
6.99% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
1,318,115
shares
|
$45 Million
9.05% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
1,253,902
shares
|
$42.8 Million
0.64% of portfolio
|
Q1 2025
Added 28.93%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,249,354
shares
|
$42.7 Million
5.47% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,222,034
shares
|
$41.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
1,209,947
shares
|
$41.3 Million
9.04% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,191,270
shares
|
$40.7 Million
1.26% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,179,788
shares
|
$40.3 Million
0.31% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
1,165,559
shares
|
$39.8 Million
5.95% of portfolio
|
Q1 2025
Added 7.22%
|