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 |
|---|---|---|---|---|---|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
8,553
shares
|
$310,730
0.17% of portfolio
|
Q2 2025
Reduced 36.87%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
8,442
shares
|
$306,697
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
8,405
shares
|
$305,353
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
8,348
shares
|
$303,282
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
8,339
shares
|
$302,955
0.07% of portfolio
|
Q1 2025
Reduced 26.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,324
shares
|
$302,410
0.01% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
8,301
shares
|
$301,575
0.21% of portfolio
|
Q2 2025
Reduced 35.12%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
8,241
shares
|
$299,395
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
8,233
shares
|
$299,104
0.06% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
8,167
shares
|
$296,707
0.06% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
8,128
shares
|
$295,290
0.02% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
8,111
shares
|
$294,672
0.01% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
8,065
shares
|
$293,001
0.02% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
7,709
shares
|
$280,067
0.03% of portfolio
|
Q2 2025
Reduced 94.63%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
7,705
shares
|
$279,922
0.08% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
7,700
shares
|
$279,741
0.01% of portfolio
|
Q1 2024
Added 83.33%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
7,626
shares
|
$277,052
0.19% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
7,559
shares
|
$274,618
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
7,500
shares
|
$272,475
0.0% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,276
shares
|
$264,337
0.18% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
7,267
shares
|
$264,010
0.12% of portfolio
|
Q2 2025
Reduced 36.96%
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
7,262
shares
|
$263,828
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
7,251
shares
|
$263,428
0.01% of portfolio
|
Q2 2025
Added 125.54%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
7,250
shares
|
$263,392
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
7,205
shares
|
$261,757
0.21% of portfolio
|
Q1 2025
New holding
|