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 658 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $8.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
14,537
shares
|
$504,579
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
14,523
shares
|
$504,093
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
14,433
shares
|
$500,969
0.33% of portfolio
|
Q1 2025
Reduced 29.52%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
14,335
shares
|
$497,567
0.24% of portfolio
|
Q1 2025
Added 24.04%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
14,301
shares
|
$496,387
0.14% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
14,289
shares
|
$495,971
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
14,038
shares
|
$487,258
0.04% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
13,962
shares
|
$484,621
0.13% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
13,923
shares
|
$483,267
0.22% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
13,628
shares
|
$473,027
0.19% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
13,548
shares
|
$470,251
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
13,540
shares
|
$469,973
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
13,485
shares
|
$468,064
0.23% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
13,377
shares
|
$464,315
0.01% of portfolio
|
Q2 2025
Added 92.72%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
13,352
shares
|
$463,447
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
13,209
shares
|
$458,484
0.0% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Benson Investment Management Company, Inc.
|
Jul 24, 2025 Q2 2025 |
13,164
shares
|
$456,922
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
13,163
shares
|
$456,887
0.25% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
13,138
shares
|
$456,019
0.22% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
12,939
shares
|
$449,112
0.01% of portfolio
|
Q1 2025
Reduced 27.87%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
12,795
shares
|
$444,114
0.32% of portfolio
|
Q1 2025
Added 113.89%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
12,682
shares
|
$440,192
0.08% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
12,578
shares
|
$436,582
0.04% of portfolio
|
Q2 2024
Reduced 15.5%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
12,381
shares
|
$429,744
0.29% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
12,250
shares
|
$425,197
0.05% of portfolio
|
Q1 2025
Added 247.03%
|