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 711 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
519,820
shares
|
$19.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
507,510
shares
|
$18.8 Million
9.02% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
506,671
shares
|
$18.8 Million
0.87% of portfolio
|
Q3 2025
Reduced 55.3%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
502,128
shares
|
$18.6 Million
10.31% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
488,274
shares
|
$18.1 Million
0.12% of portfolio
|
Q3 2025
Added 45.69%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
486,052
shares
|
$18 Million
5.34% of portfolio
|
Q1 2024
Added 3.67%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
483,993
shares
|
$18 Million
9.93% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
481,909
shares
|
$17.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
477,958
shares
|
$17.7 Million
3.9% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
477,111
shares
|
$17.7 Million
10.5% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
476,652
shares
|
$17.7 Million
0.09% of portfolio
|
Q3 2025
Added 22.98%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
473,707
shares
|
$17.6 Million
9.8% of portfolio
|
Q3 2025
Added 24.62%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
470,305
shares
|
$17.4 Million
3.93% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
470,294
shares
|
$17.4 Million
0.99% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
464,871
shares
|
$17.2 Million
1.52% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
462,325
shares
|
$17.1 Million
0.05% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
462,114
shares
|
$17.1 Million
0.08% of portfolio
|
Q2 2023
Reduced 33.4%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
438,844
shares
|
$16.3 Million
7.21% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
428,252
shares
|
$15.9 Million
2.98% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
425,980
shares
|
$15.8 Million
0.01% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
424,694
shares
|
$15.8 Million
0.64% of portfolio
|
Q3 2022
Added 40.43%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
419,421
shares
|
$15.6 Million
5.9% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
410,787
shares
|
$15.2 Million
2.94% of portfolio
|
Q3 2025
Added 47.87%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
410,268
shares
|
$15.2 Million
1.65% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
408,841
shares
|
$15.2 Million
8.64% of portfolio
|
Q3 2025
Added 1.65%
|
|