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 608 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $7.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
669,871
shares
|
$21.1 Million
5.99% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
660,581
shares
|
$20.8 Million
0.05% of portfolio
|
Q4 2024
Added 73.93%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
658,235
shares
|
$20.7 Million
12.04% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
655,328
shares
|
$20.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
653,176
shares
|
$20.6 Million
0.69% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
634,025
shares
|
$20 Million
6.2% of portfolio
|
Q3 2023
Added 72.69%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
631,859
shares
|
$19.9 Million
9.04% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
627,252
shares
|
$19.7 Million
1.9% of portfolio
|
Q4 2024
Added 612.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
618,081
shares
|
$19.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
615,246
shares
|
$19.4 Million
0.78% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
608,258
shares
|
$19.1 Million
0.93% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
608,073
shares
|
$19.1 Million
3.83% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
607,732
shares
|
$19.1 Million
0.61% of portfolio
|
Q4 2024
Reduced 15.39%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
607,071
shares
|
$19.1 Million
0.17% of portfolio
|
Q4 2024
Added 13.59%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
605,449
shares
|
$19.1 Million
7.69% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
604,058
shares
|
$19 Million
17.19% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
600,102
shares
|
$18.9 Million
0.1% of portfolio
|
Q4 2024
Added 51.46%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
595,335
shares
|
$18.7 Million
1.34% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
589,125
shares
|
$18.5 Million
0.78% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
583,648
shares
|
$18.4 Million
3.51% of portfolio
|
Q4 2024
Added 16.13%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
578,952
shares
|
$18.2 Million
5.44% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
576,194
shares
|
$18.1 Million
2.82% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
564,627
shares
|
$17.8 Million
1.2% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
560,728
shares
|
$17.7 Million
1.9% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
560,675
shares
|
$17.7 Million
3.93% of portfolio
|
Q4 2024
Added 6.42%
|