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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,155
shares
|
$317,770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
9,030
shares
|
$313,431
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
8,897
shares
|
$308,814
0.27% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,880
shares
|
$308,224
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
8,700
shares
|
$301,977
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,586
shares
|
$298,020
0.02% of portfolio
|
Q4 2022
Reduced 84.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
8,556
shares
|
$296,978
0.01% of portfolio
|
Q1 2025
Reduced 71.09%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
8,505
shares
|
$295,208
0.14% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
8,442
shares
|
$293,021
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
8,437
shares
|
$292,848
0.03% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
8,405
shares
|
$291,737
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
8,348
shares
|
$289,759
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
8,339
shares
|
$289,446
0.07% of portfolio
|
Q1 2025
Reduced 26.92%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,337
shares
|
$289,377
0.01% of portfolio
|
Q1 2025
Added 338.79%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
8,167
shares
|
$283,476
0.06% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
8,128
shares
|
$282,122
0.02% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
8,127
shares
|
$282,088
0.06% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
7,966
shares
|
$276,499
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,820
shares
|
$271,432
0.0% of portfolio
|
Q1 2025
Reduced 23.76%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
7,705
shares
|
$267,440
0.08% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,700
shares
|
$267,267
0.01% of portfolio
|
Q1 2024
Added 83.33%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
7,559
shares
|
$262,372
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
7,500
shares
|
$260,325
0.0% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,276
shares
|
$252,549
0.18% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
7,262
shares
|
$252,064
0.21% of portfolio
|
Q4 2023
New holding
|