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 |
|---|---|---|---|---|---|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
837,214
shares
|
$30.6 Million
2.19% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
816,647
shares
|
$29.9 Million
0.08% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
785,589
shares
|
$28.8 Million
8.68% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
779,602
shares
|
$28.5 Million
0.01% of portfolio
|
Q2 2025
Added 229.7%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
776,956
shares
|
$28.4 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 24, 2025 Q3 2025 |
775,776
shares
|
$28.4 Million
16.6% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
773,507
shares
|
$28.3 Million
4.61% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
767,379
shares
|
$28.1 Million
0.03% of portfolio
|
Q3 2024
Added 61.89%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
757,557
shares
|
$27.7 Million
4.25% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
751,389
shares
|
$27.5 Million
5.86% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
744,681
shares
|
$27.3 Million
12.56% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
744,209
shares
|
$27.2 Million
0.14% of portfolio
|
Q2 2025
Added 60.44%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
729,088
shares
|
$26.7 Million
0.13% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Aug 11, 2025 Q2 2025 |
725,426
shares
|
$26.6 Million
13.02% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
723,558
shares
|
$26.5 Million
6.57% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
707,996
shares
|
$25.9 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
705,639
shares
|
$25.8 Million
10.67% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
684,509
shares
|
$25.1 Million
3.93% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
668,833
shares
|
$24.5 Million
10.33% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
668,755
shares
|
$24.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
667,493
shares
|
$24.4 Million
0.09% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2025 Q3 2025 |
666,851
shares
|
$24.4 Million
14.96% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
661,677
shares
|
$24.2 Million
1.89% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
638,073
shares
|
$23.4 Million
0.7% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
635,387
shares
|
$23.3 Million
0.49% of portfolio
|
Q3 2025
Added 7.76%
|