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 |
|---|---|---|---|---|---|
|
Benson Investment Management Company, Inc.
|
Jul 24, 2025 Q2 2025 |
13,164
shares
|
$478,248
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
13,163
shares
|
$478,211
0.24% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
13,138
shares
|
$477,303
0.22% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
13,121
shares
|
$476,685
0.01% of portfolio
|
Q2 2025
Added 67.79%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
13,056
shares
|
$474,324
0.09% of portfolio
|
Q2 2025
Added 14.3%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
12,939
shares
|
$470,073
0.01% of portfolio
|
Q1 2025
Reduced 27.87%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
12,794
shares
|
$464,806
0.0% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Aug 08, 2025 Q2 2025 |
12,682
shares
|
$460,737
0.08% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Swf LLC
Omaha, NE |
Aug 06, 2025 Q2 2025 |
12,640
shares
|
$459,211
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
12,596
shares
|
$457,612
0.03% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
12,578
shares
|
$456,958
0.04% of portfolio
|
Q2 2024
Reduced 15.5%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
12,344
shares
|
$448,457
0.3% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
12,111
shares
|
$439,992
0.01% of portfolio
|
Q2 2025
Added 31.2%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
11,896
shares
|
$432,181
0.19% of portfolio
|
Q2 2025
Reduced 37.52%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
11,640
shares
|
$422,881
0.02% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
11,611
shares
|
$421,827
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
11,520
shares
|
$418,521
0.0% of portfolio
|
Q2 2025
Reduced 33.28%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
11,504
shares
|
$417,940
0.12% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
11,495
shares
|
$417,613
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
11,414
shares
|
$414,670
0.09% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
11,379
shares
|
$413,399
0.2% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
11,323
shares
|
$411,364
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
11,222
shares
|
$407,695
0.02% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
11,203
shares
|
$407,004
0.01% of portfolio
|
Q2 2025
Added 296.15%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
11,084
shares
|
$402,681
0.17% of portfolio
|
Q2 2025
Added 0.05%
|