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 711 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
850,802
shares
|
$31.6 Million
1.24% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
832,339
shares
|
$30.9 Million
1.2% of portfolio
|
Q3 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
831,482
shares
|
$30.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
825,207
shares
|
$30.6 Million
0.09% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
800,000
shares
|
$29.7 Million
0.0% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
787,708
shares
|
$29.2 Million
0.22% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
785,589
shares
|
$29.1 Million
8.68% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
777,201
shares
|
$28.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.89%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 24, 2025 Q3 2025 |
775,776
shares
|
$28.8 Million
16.6% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
773,507
shares
|
$28.7 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
|
$28.5 Million
0.03% of portfolio
|
Q3 2024
Added 61.89%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
757,557
shares
|
$28.1 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
|
$27.9 Million
5.86% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
745,888
shares
|
$27.7 Million
0.03% of portfolio
|
Q3 2025
Added 19.82%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
744,681
shares
|
$27.6 Million
12.56% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
739,002
shares
|
$27.4 Million
13.0% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
732,233
shares
|
$27.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 24.14%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
720,753
shares
|
$26.7 Million
0.04% of portfolio
|
Q3 2025
Added 21.57%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
718,259
shares
|
$26.6 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
712,725
shares
|
$26.4 Million
0.1% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
707,996
shares
|
$26.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
705,639
shares
|
$26.2 Million
10.67% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
698,348
shares
|
$25.9 Million
6.07% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
684,509
shares
|
$25.4 Million
3.93% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
680,650
shares
|
$25.2 Million
0.02% of portfolio
|
Q3 2025
Added 1.78%
|
|