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 |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
11,528
shares
|
$400,136
0.2% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
11,504
shares
|
$399,303
0.12% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
11,495
shares
|
$398,991
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
11,423
shares
|
$396,492
0.08% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
11,414
shares
|
$396,179
0.09% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
11,323
shares
|
$393,021
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
11,222
shares
|
$389,515
0.02% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
11,084
shares
|
$384,725
0.17% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
11,017
shares
|
$382,400
0.0% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
11,000
shares
|
$381,810
0.05% of portfolio
|
Q2 2025
Reduced 37.49%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
10,927
shares
|
$379,276
0.23% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
10,831
shares
|
$375,944
0.23% of portfolio
|
Q2 2025
Added 67.07%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
10,730
shares
|
$372,438
0.13% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
10,725
shares
|
$372,264
0.03% of portfolio
|
Q1 2025
Added 23.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,722
shares
|
$372,160
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
10,485
shares
|
$363,934
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
10,275
shares
|
$356,645
0.43% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
10,250
shares
|
$355,777
0.12% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
10,151
shares
|
$352,341
0.01% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
10,115
shares
|
$351,091
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
9,643
shares
|
$334,708
0.17% of portfolio
|
Q1 2025
Reduced 19.07%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9,345
shares
|
$324,364
0.07% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
9,292
shares
|
$322,525
0.08% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
9,231
shares
|
$320,408
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
9,185
shares
|
$318,811
0.16% of portfolio
|
Q3 2024
New holding
|