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 655 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $8.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
584,742
shares
|
$20.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
581,196
shares
|
$20.2 Million
5.83% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
574,847
shares
|
$20 Million
0.62% of portfolio
|
Q1 2025
Added 2448.65%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
573,106
shares
|
$19.9 Million
4.37% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
562,023
shares
|
$19.5 Million
1.35% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
561,564
shares
|
$19.5 Million
0.83% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
556,704
shares
|
$19.3 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
545,429
shares
|
$18.9 Million
1.32% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
542,674
shares
|
$18.8 Million
10.94% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
526,681
shares
|
$18.3 Million
0.63% of portfolio
|
Q1 2025
Added 86.34%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
526,409
shares
|
$18.3 Million
6.62% of portfolio
|
Q1 2025
Reduced 98.37%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
525,893
shares
|
$18.3 Million
7.76% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
521,576
shares
|
$18.1 Million
8.44% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
507,039
shares
|
$17.6 Million
0.56% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
501,081
shares
|
$17.4 Million
0.03% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
486,052
shares
|
$16.9 Million
5.34% of portfolio
|
Q1 2024
Added 3.67%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
477,625
shares
|
$16.6 Million
8.81% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
475,525
shares
|
$16.5 Million
3.05% of portfolio
|
Q1 2025
Added 19.97%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
471,334
shares
|
$16.4 Million
4.03% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
469,295
shares
|
$16.3 Million
10.39% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
463,844
shares
|
$16.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 29.22%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
463,829
shares
|
$16.1 Million
0.03% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
463,633
shares
|
$16.1 Million
3.45% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
462,114
shares
|
$16 Million
0.08% of portfolio
|
Q2 2023
Reduced 33.4%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
458,331
shares
|
$15.9 Million
10.2% of portfolio
|
Q1 2025
Added 3.55%
|