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 681 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $9.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,799,682
shares
|
$64 Million
2.36% of portfolio
|
Q2 2025
New holding
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
1,736,995
shares
|
$61.8 Million
2.82% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,711,164
shares
|
$60.9 Million
0.11% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
1,694,354
shares
|
$60.3 Million
12.3% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
1,686,309
shares
|
$60 Million
6.74% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,636,336
shares
|
$58.2 Million
6.6% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,605,339
shares
|
$57.1 Million
4.42% of portfolio
|
Q2 2024
Added 6.87%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,565,424
shares
|
$55.7 Million
0.07% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,560,622
shares
|
$55.5 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
|
$54.1 Million
15.27% of portfolio
|
Q3 2022
Added 482.39%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
1,481,884
shares
|
$52.7 Million
4.78% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
1,474,459
shares
|
$52.5 Million
7.38% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,452,180
shares
|
$51.7 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
|
$51.5 Million
2.95% of portfolio
|
Q1 2024
Added 24.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
1,415,073
shares
|
$50.3 Million
1.02% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,413,867
shares
|
$50.3 Million
0.47% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
1,404,967
shares
|
$50 Million
6.59% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
1,346,720
shares
|
$47.9 Million
7.18% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
1,318,115
shares
|
$46.9 Million
9.05% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
1,260,981
shares
|
$44.9 Million
1.25% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,249,354
shares
|
$44.5 Million
5.47% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
1,238,601
shares
|
$44.1 Million
9.47% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,206,131
shares
|
$42.9 Million
3.95% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
1,204,753
shares
|
$42.9 Million
6.25% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,199,388
shares
|
$42.7 Million
11.14% of portfolio
|
Q2 2025
Reduced 10.89%
|