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 |
|---|---|---|---|---|---|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
634,025
shares
|
$23.2 Million
6.2% of portfolio
|
Q3 2023
Added 72.69%
|
|
|
Curated Wealth Partners LLC
|
Oct 09, 2025 Q3 2025 |
625,987
shares
|
$22.9 Million
2.88% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
625,322
shares
|
$22.9 Million
2.32% of portfolio
|
Q3 2025
Added 55.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
622,530
shares
|
$22.8 Million
0.04% of portfolio
|
Q2 2025
Added 43.1%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
621,650
shares
|
$22.8 Million
1.66% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
617,245
shares
|
$22.6 Million
0.04% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
615,479
shares
|
$22.5 Million
6.66% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
610,675
shares
|
$22.4 Million
0.66% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
604,915
shares
|
$22.1 Million
9.69% of portfolio
|
Q3 2025
Added 58.38%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
599,506
shares
|
$21.9 Million
0.7% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
594,744
shares
|
$21.8 Million
4.06% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
592,891
shares
|
$21.7 Million
0.04% of portfolio
|
Q2 2025
Added 18.32%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
588,616
shares
|
$21.5 Million
2.64% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
582,376
shares
|
$21.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
571,798
shares
|
$20.9 Million
5.7% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
571,119
shares
|
$20.9 Million
8.25% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
565,914
shares
|
$20.7 Million
1.31% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
563,787
shares
|
$20.6 Million
0.59% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
550,930
shares
|
$20.2 Million
10.84% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
527,549
shares
|
$19.3 Million
6.83% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
526,681
shares
|
$19.3 Million
0.52% of portfolio
|
Q2 2025
Added 35.51%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
522,645
shares
|
$19.1 Million
6.54% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
522,371
shares
|
$19.1 Million
4.27% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
520,158
shares
|
$19 Million
8.43% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
513,154
shares
|
$18.8 Million
1.12% of portfolio
|
Q2 2025
Reduced 8.7%
|