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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,153,664
shares
|
$41.9 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
1,141,667
shares
|
$41.5 Million
14.63% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
1,141,097
shares
|
$41.5 Million
0.01% of portfolio
|
Q2 2025
Added 4361.07%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1,133,451
shares
|
$41.2 Million
1.75% of portfolio
|
Q2 2025
Reduced 26.66%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
1,070,205
shares
|
$38.9 Million
2.88% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,049,873
shares
|
$38.1 Million
1.4% of portfolio
|
Q2 2025
Added 53.49%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
1,047,859
shares
|
$38.1 Million
5.01% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,040,919
shares
|
$37.8 Million
0.39% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,040,802
shares
|
$37.8 Million
0.21% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
1,034,761
shares
|
$37.6 Million
9.06% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,008,980
shares
|
$36.7 Million
2.23% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
965,265
shares
|
$35.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
930,798
shares
|
$33.8 Million
0.7% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
915,075
shares
|
$33.2 Million
0.22% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Chico Wealth Ria
|
Jul 14, 2025 Q2 2025 |
903,255
shares
|
$32.8 Million
24.9% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
902,412
shares
|
$32.8 Million
2.65% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
883,624
shares
|
$32.1 Million
6.66% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
874,646
shares
|
$31.8 Million
0.06% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
868,937
shares
|
$31.6 Million
1.85% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
864,568
shares
|
$31.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 29.25%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
837,214
shares
|
$30.4 Million
2.19% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
836,497
shares
|
$30.4 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
|
$29.7 Million
5.39% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
816,647
shares
|
$29.7 Million
0.08% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
798,187
shares
|
$29 Million
1.14% of portfolio
|
Q2 2025
Added 33.08%
|