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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
779,602
shares
|
$28.3 Million
0.01% of portfolio
|
Q2 2025
Added 229.7%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
776,956
shares
|
$28.2 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
767,379
shares
|
$27.9 Million
0.03% of portfolio
|
Q3 2024
Added 61.89%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
764,599
shares
|
$27.8 Million
4.64% of portfolio
|
Q2 2025
Added 60.79%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
751,389
shares
|
$27.3 Million
5.86% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
746,904
shares
|
$27.1 Million
16.26% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
744,985
shares
|
$27.1 Million
4.29% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
744,209
shares
|
$27 Million
0.14% of portfolio
|
Q2 2025
Added 60.44%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
740,189
shares
|
$26.9 Million
0.22% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
729,178
shares
|
$26.5 Million
4.67% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
729,088
shares
|
$26.5 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
|
$26.4 Million
13.02% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
723,558
shares
|
$26.3 Million
6.57% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
700,613
shares
|
$25.5 Million
10.78% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
692,096
shares
|
$25.1 Million
12.48% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
668,833
shares
|
$24.3 Million
10.33% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
668,755
shares
|
$24.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
667,493
shares
|
$24.3 Million
0.09% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
661,677
shares
|
$24 Million
1.89% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
643,467
shares
|
$23.4 Million
4.02% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
634,025
shares
|
$23 Million
6.2% of portfolio
|
Q3 2023
Added 72.69%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
631,000
shares
|
$22.9 Million
0.69% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
626,314
shares
|
$22.8 Million
2.89% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
623,971
shares
|
$22.7 Million
14.72% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
622,530
shares
|
$22.6 Million
0.04% of portfolio
|
Q2 2025
Added 43.1%
|