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 703 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $9.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
507,510
shares
|
$18.4 Million
9.02% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
506,671
shares
|
$18.4 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
|
$18.2 Million
10.31% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
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%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
488,274
shares
|
$17.7 Million
0.12% of portfolio
|
Q3 2025
Added 45.69%
|
|
|
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
|
$17.6 Million
5.34% of portfolio
|
Q1 2024
Added 3.67%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
483,993
shares
|
$17.5 Million
9.93% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
477,958
shares
|
$17.3 Million
3.9% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
477,111
shares
|
$17.3 Million
10.5% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
470,305
shares
|
$17 Million
3.93% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
464,871
shares
|
$16.9 Million
1.52% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
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%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
438,844
shares
|
$15.9 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
|
$15.5 Million
2.98% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
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%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
424,694
shares
|
$15.4 Million
0.64% of portfolio
|
Q3 2022
Added 40.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
419,885
shares
|
$15.2 Million
0.04% of portfolio
|
Q2 2025
Added 35.62%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
419,421
shares
|
$15.2 Million
5.9% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
408,841
shares
|
$14.8 Million
8.64% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
407,186
shares
|
$14.8 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
395,741
shares
|
$14.3 Million
0.17% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
395,088
shares
|
$14.3 Million
6.39% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
394,683
shares
|
$14.3 Million
5.53% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
392,029
shares
|
$14.2 Million
0.21% of portfolio
|
Q2 2025
Added 1.37%
|