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 538 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
641,758
shares
|
$19.1 Million
4.57% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
636,613
shares
|
$18.9 Million
0.06% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
634,554
shares
|
$18.9 Million
8.12% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
634,025
shares
|
$18.9 Million
6.2% of portfolio
|
Q3 2023
Added 72.69%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
628,163
shares
|
$18.7 Million
5.31% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
619,224
shares
|
$18.4 Million
8.73% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
613,850
shares
|
$18.3 Million
12.65% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
604,058
shares
|
$18 Million
17.19% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
600,848
shares
|
$17.9 Million
0.69% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
589,324
shares
|
$17.5 Million
10.66% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
587,366
shares
|
$17.5 Million
0.57% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
585,486
shares
|
$17.4 Million
4.2% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
584,273
shares
|
$17.4 Million
0.78% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
583,731
shares
|
$17.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
583,612
shares
|
$17.4 Million
0.43% of portfolio
|
Q3 2024
Added 64.2%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
580,922
shares
|
$17.3 Million
1.7% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
579,025
shares
|
$17.2 Million
2.99% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
571,326
shares
|
$17 Million
5.86% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
534,433
shares
|
$15.9 Million
0.17% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
533,363
shares
|
$15.9 Million
1.95% of portfolio
|
Q4 2023
Added 49.47%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
532,666
shares
|
$15.8 Million
2.2% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
527,561
shares
|
$15.7 Million
0.08% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
527,450
shares
|
$15.7 Million
1.24% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
526,839
shares
|
$15.7 Million
4.19% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
522,236
shares
|
$15.5 Million
7.93% of portfolio
|
Q3 2024
Added 10.81%
|