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 594 institutions that hold shares in the stock, with a total of 228 Million shares, which have been reported (via 13F filing form) to have a value of $7.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
996,565
shares
|
$31.2 Million
6.98% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
992,877
shares
|
$31.1 Million
0.38% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
929,983
shares
|
$29.1 Million
0.64% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
920,663
shares
|
$28.9 Million
13.95% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
904,474
shares
|
$28.3 Million
23.28% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
895,035
shares
|
$28.1 Million
2.52% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
883,624
shares
|
$27.7 Million
6.66% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
872,118
shares
|
$27.3 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
782,425
shares
|
$24.5 Million
0.26% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
767,379
shares
|
$24 Million
0.03% of portfolio
|
Q3 2024
Added 61.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
759,704
shares
|
$23.8 Million
0.01% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Feb 14, 2025 Q4 2024 |
755,727
shares
|
$23.7 Million
1.74% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
750,634
shares
|
$23.5 Million
1.74% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
742,385
shares
|
$23.3 Million
3.44% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
727,018
shares
|
$22.8 Million
0.53% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
726,789
shares
|
$22.8 Million
3.7% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
724,573
shares
|
$22.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
718,102
shares
|
$22.5 Million
14.84% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
712,641
shares
|
$22.3 Million
4.3% of portfolio
|
Q4 2024
Reduced 16.37%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
709,912
shares
|
$22.2 Million
4.5% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
702,051
shares
|
$22 Million
0.07% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
692,534
shares
|
$21.7 Million
5.22% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
691,973
shares
|
$21.7 Million
0.5% of portfolio
|
Q3 2024
Added 19.13%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Feb 13, 2025 Q4 2024 |
677,990
shares
|
$21.2 Million
11.67% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
669,871
shares
|
$21 Million
5.99% of portfolio
|
Q4 2024
Added 3.67%
|