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 711 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
1,256,522
shares
|
$46.6 Million
14.74% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,249,354
shares
|
$46.3 Million
5.47% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
1,225,228
shares
|
$45.4 Million
6.19% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
1,222,944
shares
|
$45.4 Million
3.25% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Aquire Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,207,997
shares
|
$44.8 Million
11.82% of portfolio
|
Q4 2025
Reduced 3.31%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
1,178,276
shares
|
$43.7 Million
8.72% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,153,664
shares
|
$42.8 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
1,073,146
shares
|
$39.8 Million
4.85% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,037,653
shares
|
$38.5 Million
0.18% of portfolio
|
Q3 2025
Added 39.43%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,026,428
shares
|
$38.1 Million
0.24% of portfolio
|
Q3 2025
Added 12.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,023,495
shares
|
$38 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,003,159
shares
|
$37.2 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,000,974
shares
|
$37.1 Million
2.15% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
970,015
shares
|
$36 Million
0.05% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
931,446
shares
|
$34.5 Million
0.72% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
931,359
shares
|
$34.5 Million
0.91% of portfolio
|
Q3 2025
Added 30.49%
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
922,525
shares
|
$34.2 Million
23.04% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
911,842
shares
|
$33.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 74.08%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
908,604
shares
|
$33.7 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
896,025
shares
|
$33.2 Million
2.67% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
885,642
shares
|
$32.8 Million
5.47% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
884,707
shares
|
$32.8 Million
1.75% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
883,624
shares
|
$32.8 Million
6.66% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
853,261
shares
|
$31.6 Million
5.66% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
851,849
shares
|
$31.6 Million
4.89% of portfolio
|
Q3 2025
Added 11.41%
|
|