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 |
|---|---|---|---|---|---|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
471,334
shares
|
$17.1 Million
4.03% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
471,229
shares
|
$17.1 Million
10.6% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
469,295
shares
|
$17 Million
10.39% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
463,633
shares
|
$16.8 Million
3.45% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
462,114
shares
|
$16.8 Million
0.08% of portfolio
|
Q2 2023
Reduced 33.4%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
461,104
shares
|
$16.8 Million
1.53% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
460,161
shares
|
$16.7 Million
10.07% of portfolio
|
Q2 2025
Added 13.47%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
426,841
shares
|
$15.5 Million
1.73% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
426,249
shares
|
$15.5 Million
3.9% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
424,694
shares
|
$15.4 Million
0.64% of portfolio
|
Q3 2022
Added 40.43%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
422,124
shares
|
$15.3 Million
7.19% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
421,786
shares
|
$15.3 Million
0.37% of portfolio
|
Q2 2025
Added 351.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
419,885
shares
|
$15.3 Million
0.04% of portfolio
|
Q2 2025
Added 35.62%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
402,204
shares
|
$14.6 Million
8.92% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
400,996
shares
|
$14.6 Million
1.63% of portfolio
|
Q2 2025
Added 159.28%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
396,237
shares
|
$14.4 Million
5.87% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
395,381
shares
|
$14.4 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
395,088
shares
|
$14.4 Million
6.39% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
392,029
shares
|
$14.2 Million
0.21% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
391,729
shares
|
$14.2 Million
1.15% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
391,108
shares
|
$14.2 Million
5.68% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
390,964
shares
|
$14.2 Million
2.21% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
387,591
shares
|
$14.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 50.44%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
383,209
shares
|
$13.9 Million
5.36% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
382,830
shares
|
$13.9 Million
0.01% of portfolio
|
Q2 2025
Added 1.8%
|