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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,604,855
shares
|
$50.3 Million
0.41% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
1,569,033
shares
|
$49.2 Million
11.26% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
1,567,205
shares
|
$49.1 Million
2.65% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,520,432
shares
|
$47.7 Million
15.27% of portfolio
|
Q3 2022
Added 482.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,512,501
shares
|
$47.4 Million
0.1% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
1,511,904
shares
|
$47.4 Million
5.69% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,452,180
shares
|
$45.5 Million
8.87% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
1,446,508
shares
|
$45.3 Million
2.95% of portfolio
|
Q4 2024
Added 54.58%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,413,867
shares
|
$44.3 Million
0.47% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,383,022
shares
|
$43.3 Million
7.65% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,344,255
shares
|
$42.1 Million
9.69% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,332,957
shares
|
$41.8 Million
0.06% of portfolio
|
Q4 2024
Added 25.63%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
1,321,902
shares
|
$41.4 Million
8.58% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
1,312,892
shares
|
$41.1 Million
5.56% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,299,556
shares
|
$40.7 Million
0.32% of portfolio
|
Q4 2024
Reduced 41.23%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
1,299,227
shares
|
$40.7 Million
11.75% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,249,354
shares
|
$39.2 Million
5.47% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,226,803
shares
|
$38.4 Million
0.09% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,173,086
shares
|
$36.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,134,008
shares
|
$35.5 Million
8.12% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
1,087,121
shares
|
$34.1 Million
5.22% of portfolio
|
Q4 2024
Added 23.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,082,703
shares
|
$33.9 Million
0.75% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
1,073,196
shares
|
$33.6 Million
0.94% of portfolio
|
Q4 2024
Added 21.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,032,249
shares
|
$32.4 Million
2.07% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
997,902
shares
|
$31.3 Million
3.08% of portfolio
|
Q4 2024
Added 87.1%
|