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 608 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $7.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
10,910
shares
|
$353,484
0.11% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,718
shares
|
$347,263
0.02% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
10,485
shares
|
$339,714
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
10,427
shares
|
$337,834
0.0% of portfolio
|
Q4 2024
Added 34.66%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
10,409
shares
|
$337,251
0.13% of portfolio
|
Q1 2024
Reduced 32.1%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
10,257
shares
|
$332,326
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
10,250
shares
|
$332,100
0.12% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
10,055
shares
|
$325,782
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
9,994
shares
|
$323,805
0.08% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
9,879
shares
|
$320,079
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
9,676
shares
|
$313,502
0.33% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
9,414
shares
|
$305,013
0.07% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
9,256
shares
|
$299,894
0.12% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
9,208
shares
|
$298,339
0.48% of portfolio
|
Q2 2023
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
9,185
shares
|
$297,594
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
9,063
shares
|
$293,641
0.03% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
9,045
shares
|
$293,058
0.01% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
9,030
shares
|
$292,572
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
8,694
shares
|
$281,685
0.02% of portfolio
|
Q2 2024
Added 1398.97%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
8,626
shares
|
$279,482
0.21% of portfolio
|
Q4 2024
Added 15.43%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,586
shares
|
$278,186
0.02% of portfolio
|
Q4 2022
Reduced 84.76%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
8,515
shares
|
$275,886
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
8,437
shares
|
$273,358
0.04% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
8,435
shares
|
$273,294
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
8,405
shares
|
$272,322
0.0% of portfolio
|
Q2 2024
New holding
|