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 658 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 $8.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,179,788
shares
|
$41 Million
0.31% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
1,165,559
shares
|
$40.5 Million
5.95% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
1,141,667
shares
|
$39.6 Million
14.63% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,040,919
shares
|
$36.1 Million
0.39% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
1,034,761
shares
|
$35.9 Million
9.06% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,034,561
shares
|
$35.9 Million
2.2% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
1,013,070
shares
|
$35.2 Million
7.67% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
973,981
shares
|
$33.8 Million
2.64% of portfolio
|
Q1 2025
Added 55.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
973,727
shares
|
$33.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
944,724
shares
|
$32.8 Million
0.19% of portfolio
|
Q1 2025
Added 57.43%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
915,075
shares
|
$31.8 Million
0.22% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Chico Wealth Ria
|
Jul 14, 2025 Q2 2025 |
903,255
shares
|
$31.4 Million
24.9% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
900,148
shares
|
$31.2 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
893,680
shares
|
$31 Million
2.7% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
889,280
shares
|
$30.9 Million
0.06% of portfolio
|
Q1 2025
Added 34.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
884,636
shares
|
$30.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 65.62%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
883,624
shares
|
$30.7 Million
6.66% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
868,937
shares
|
$30.2 Million
1.85% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
836,497
shares
|
$29 Million
0.69% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
817,655
shares
|
$28.4 Million
5.39% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
798,187
shares
|
$27.7 Million
1.14% of portfolio
|
Q2 2025
Added 33.08%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
792,312
shares
|
$27.5 Million
1.56% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
789,001
shares
|
$27.4 Million
0.27% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
782,059
shares
|
$27.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 57.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
767,379
shares
|
$26.6 Million
0.03% of portfolio
|
Q3 2024
Added 61.89%
|