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 608 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $7.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
557,041
shares
|
$18 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
544,860
shares
|
$17.7 Million
0.07% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
531,981
shares
|
$17.2 Million
10.37% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
527,089
shares
|
$17.1 Million
0.02% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
522,361
shares
|
$16.9 Million
8.44% of portfolio
|
Q4 2024
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
501,571
shares
|
$16.3 Million
7.07% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
496,334
shares
|
$16.1 Million
0.6% of portfolio
|
Q4 2024
Added 26.22%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
486,052
shares
|
$15.7 Million
5.34% of portfolio
|
Q1 2024
Added 3.67%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
480,755
shares
|
$15.6 Million
4.53% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
464,191
shares
|
$15 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
462,114
shares
|
$15 Million
0.08% of portfolio
|
Q2 2023
Reduced 33.4%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
461,203
shares
|
$14.9 Million
0.03% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
446,960
shares
|
$14.5 Million
3.54% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
442,608
shares
|
$14.3 Million
9.11% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
430,133
shares
|
$13.9 Million
0.03% of portfolio
|
Q4 2024
Added 231.14%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
429,748
shares
|
$13.9 Million
8.13% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
424,694
shares
|
$13.8 Million
0.64% of portfolio
|
Q3 2022
Added 40.43%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
423,173
shares
|
$13.7 Million
5.5% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
422,081
shares
|
$13.7 Million
0.44% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
421,198
shares
|
$13.6 Million
10.27% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
415,575
shares
|
$13.5 Million
2.1% of portfolio
|
Q4 2024
Added 45.5%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
414,479
shares
|
$13.4 Million
7.12% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
411,560
shares
|
$13.3 Million
0.15% of portfolio
|
Q4 2024
Added 25.11%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
406,635
shares
|
$13.2 Million
7.47% of portfolio
|
Q4 2024
Added 14.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
405,487
shares
|
$13.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 61.47%
|