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 |
|---|---|---|---|---|---|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
615,379
shares
|
$22.4 Million
2.56% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
612,156
shares
|
$22.2 Million
1.68% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
610,675
shares
|
$22.2 Million
0.66% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
598,397
shares
|
$21.7 Million
0.73% of portfolio
|
Q2 2025
Added 20.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
592,891
shares
|
$21.5 Million
0.04% of portfolio
|
Q2 2025
Added 18.32%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
589,605
shares
|
$21.4 Million
0.48% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
587,065
shares
|
$21.3 Million
7.76% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
582,376
shares
|
$21.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
577,384
shares
|
$21 Million
4.32% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
572,434
shares
|
$20.8 Million
5.85% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jul 29, 2025 Q2 2025 |
550,740
shares
|
$20 Million
11.04% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
545,429
shares
|
$19.8 Million
1.32% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
544,600
shares
|
$19.8 Million
0.03% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
534,800
shares
|
$19.4 Million
6.88% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
529,986
shares
|
$19.3 Million
0.58% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
526,681
shares
|
$19.1 Million
0.52% of portfolio
|
Q2 2025
Added 35.51%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
525,893
shares
|
$19.1 Million
7.76% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
520,351
shares
|
$18.9 Million
8.43% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
513,154
shares
|
$18.6 Million
1.12% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
498,592
shares
|
$18.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 43.93%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
491,125
shares
|
$17.8 Million
6.54% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
487,771
shares
|
$17.7 Million
0.69% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
486,052
shares
|
$17.7 Million
5.34% of portfolio
|
Q1 2024
Added 3.67%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
486,049
shares
|
$17.7 Million
4.25% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
477,625
shares
|
$17.4 Million
8.81% of portfolio
|
Q2 2025
Added 13.64%
|