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 |
|---|---|---|---|---|---|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
11,000
shares
|
$399,630
0.05% of portfolio
|
Q2 2025
Reduced 37.49%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
10,927
shares
|
$396,977
0.23% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
10,831
shares
|
$393,490
0.23% of portfolio
|
Q2 2025
Added 67.07%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
10,734
shares
|
$389,966
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
10,679
shares
|
$387,968
0.13% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
10,485
shares
|
$380,920
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
10,338
shares
|
$375,579
0.15% of portfolio
|
Q2 2025
Added 105.65%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
10,250
shares
|
$372,382
0.12% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
10,249
shares
|
$372,346
0.45% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
10,115
shares
|
$367,477
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
10,014
shares
|
$363,808
0.17% of portfolio
|
Q2 2025
Added 15.1%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
9,987
shares
|
$362,827
0.07% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
9,943
shares
|
$361,229
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
9,827
shares
|
$357,014
0.29% of portfolio
|
Q2 2025
Reduced 40.6%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
9,674
shares
|
$351,456
0.0% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
9,627
shares
|
$349,748
0.17% of portfolio
|
Q2 2025
Added 13.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
9,424
shares
|
$342,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
9,301
shares
|
$337,905
0.01% of portfolio
|
Q2 2025
Reduced 74.01%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
9,292
shares
|
$337,578
0.08% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
9,268
shares
|
$336,706
0.03% of portfolio
|
Q2 2025
Reduced 36.18%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
9,200
shares
|
$334,236
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
9,030
shares
|
$328,059
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
8,897
shares
|
$323,228
0.27% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
8,810
shares
|
$320,067
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,586
shares
|
$311,929
0.02% of portfolio
|
Q4 2022
Reduced 84.76%
|