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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
7,200
shares
|
$261,576
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
7,100
shares
|
$257,943
0.1% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
7,088
shares
|
$257,507
0.03% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
7,032
shares
|
$255,472
0.0% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
7,011
shares
|
$254,709
0.15% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
6,940
shares
|
$252,130
0.06% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
6,848
shares
|
$248,787
0.1% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,712
shares
|
$243,846
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
6,688
shares
|
$242,975
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
6,645
shares
|
$241,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
6,286
shares
|
$228,370
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
6,261
shares
|
$227,462
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
6,175
shares
|
$224,337
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
6,169
shares
|
$224,119
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
6,009
shares
|
$218,306
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
5,997
shares
|
$217,871
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,992
shares
|
$217,689
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
5,978
shares
|
$217,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
5,813
shares
|
$211,186
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,614
shares
|
$203,956
0.0% of portfolio
|
Q2 2025
Added 543.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
5,500
shares
|
$199,815
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,050
shares
|
$183,466
0.1% of portfolio
|
Q2 2025
Added 1022.22%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5,024
shares
|
$182,521
0.05% of portfolio
|
Q2 2024
Added 106.16%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,751
shares
|
$172,603
0.0% of portfolio
|
Q2 2025
Added 462.25%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
4,474
shares
|
$162,540
0.1% of portfolio
|
Q2 2025
Added 1.18%
|