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 254 Million shares, which have been reported (via 13F filing form) to have a value of $9.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
21,406
shares
|
$777,679
0.38% of portfolio
|
Q4 2022
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
21,199
shares
|
$770,159
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
21,124
shares
|
$767,434
0.11% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
20,824
shares
|
$756,535
0.19% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
20,698
shares
|
$751,958
0.45% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
20,234
shares
|
$735,101
0.26% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
20,182
shares
|
$733,212
0.01% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
19,855
shares
|
$721,332
0.22% of portfolio
|
Q2 2025
Added 24.24%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
19,833
shares
|
$720,532
0.07% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
19,791
shares
|
$719,007
0.05% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
19,298
shares
|
$701,096
0.13% of portfolio
|
Q1 2024
Reduced 32.92%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
19,099
shares
|
$693,866
0.02% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,056
shares
|
$692,304
0.02% of portfolio
|
Q3 2022
Added 12.25%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
18,901
shares
|
$686,673
0.18% of portfolio
|
Q2 2025
Reduced 17.12%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
17,883
shares
|
$649,689
0.34% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
17,854
shares
|
$648,635
0.13% of portfolio
|
Q1 2025
Reduced 30.11%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
17,741
shares
|
$644,530
0.38% of portfolio
|
Q4 2022
Reduced 8.24%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
17,547
shares
|
$637,482
0.26% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
17,358
shares
|
$630,616
0.1% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
17,355
shares
|
$630,507
0.06% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
17,297
shares
|
$628,400
0.43% of portfolio
|
Q2 2025
Reduced 29.84%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
17,241
shares
|
$626,365
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
17,079
shares
|
$620,480
0.24% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
16,601
shares
|
$603,114
0.29% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
16,571
shares
|
$602,024
0.07% of portfolio
|
Q4 2024
Added 0.78%
|