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 $7.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
8,405
shares
|
$264,589
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
8,395
shares
|
$264,274
0.0% of portfolio
|
Q4 2024
Added 30.2%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
8,370
shares
|
$263,487
0.04% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
8,197
shares
|
$258,041
0.13% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
8,128
shares
|
$255,869
0.02% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
8,102
shares
|
$255,050
0.05% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
8,070
shares
|
$254,043
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
7,983
shares
|
$251,304
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,925
shares
|
$249,479
0.0% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
7,924
shares
|
$249,447
0.01% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
7,700
shares
|
$242,396
0.01% of portfolio
|
Q1 2024
Added 83.33%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
7,360
shares
|
$231,692
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
7,295
shares
|
$229,646
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,276
shares
|
$229,048
0.18% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
7,262
shares
|
$228,607
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
7,250
shares
|
$228,230
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
7,200
shares
|
$226,656
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
7,030
shares
|
$221,304
0.03% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
6,986
shares
|
$219,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
6,928
shares
|
$218,093
0.01% of portfolio
|
Q4 2024
Reduced 40.23%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
6,788
shares
|
$213,686
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
5,982
shares
|
$188,313
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
5,268
shares
|
$165,836
0.01% of portfolio
|
Q2 2024
Reduced 10.48%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5,024
shares
|
$158,155
0.05% of portfolio
|
Q2 2024
Added 106.16%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
4,996
shares
|
$157,274
0.12% of portfolio
|
Q3 2024
Added 17.97%
|