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 655 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 $8.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,366
shares
|
$47,413
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,337
shares
|
$46,407
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,120
shares
|
$38,875
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
921
shares
|
$31,967
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
872
shares
|
$30,267
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
845
shares
|
$29,329
0.0% of portfolio
|
Q1 2025
Reduced 30.34%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
823
shares
|
$28,566
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
740
shares
|
$25,685
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
730
shares
|
$25,338
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
699
shares
|
$24,262
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
662
shares
|
$22,978
0.0% of portfolio
|
Q3 2024
Reduced 30.02%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
598
shares
|
$20,756
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
467
shares
|
$16,209
0.0% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
410
shares
|
$14,231
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
386
shares
|
$13,398
0.01% of portfolio
|
Q1 2023
Added 16.62%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
340
shares
|
$11,801
0.0% of portfolio
|
Q4 2023
Reduced 98.63%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
249
shares
|
$8,642
0.0% of portfolio
|
Q4 2024
Reduced 22.91%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
226
shares
|
$7,844
3.99% of portfolio
|
Q1 2025
Reduced 99.91%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
206
shares
|
$7,150
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$6,942
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
144
shares
|
$4,998
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
134
shares
|
$4,651
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
128
shares
|
$4,442
0.0% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
85
shares
|
$2,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
80
shares
|
$2,776
0.0% of portfolio
|
Q4 2024
New holding
|