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 703 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $9.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,249,322
shares
|
$45.3 Million
11.19% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
1,225,228
shares
|
$44.4 Million
6.19% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,206,131
shares
|
$43.7 Million
3.95% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
1,178,276
shares
|
$42.7 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
|
$41.8 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
1,141,097
shares
|
$41.4 Million
0.01% of portfolio
|
Q2 2025
Added 4361.07%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
1,073,146
shares
|
$38.9 Million
4.85% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
1,070,205
shares
|
$38.8 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%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,040,802
shares
|
$37.7 Million
0.21% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,023,495
shares
|
$37.1 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,008,980
shares
|
$36.6 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 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
931,446
shares
|
$33.8 Million
0.72% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
922,525
shares
|
$33.4 Million
23.04% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
915,075
shares
|
$33.2 Million
0.22% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
908,604
shares
|
$32.9 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
|
$32.5 Million
2.67% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
884,707
shares
|
$32.1 Million
1.75% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
883,624
shares
|
$32 Million
6.66% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
874,646
shares
|
$31.7 Million
0.06% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
864,568
shares
|
$31.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 29.25%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
853,261
shares
|
$30.9 Million
5.66% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
851,849
shares
|
$30.9 Million
4.89% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
850,802
shares
|
$30.8 Million
1.24% of portfolio
|
Q3 2025
Added 6.59%
|