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 |
|---|---|---|---|---|---|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
453,865
shares
|
$15.8 Million
6.15% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
442,323
shares
|
$15.4 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
437,102
shares
|
$15.2 Million
4.02% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
435,033
shares
|
$15.1 Million
0.03% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
424,694
shares
|
$14.7 Million
0.64% of portfolio
|
Q3 2022
Added 40.43%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
417,704
shares
|
$14.5 Million
7.91% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
409,309
shares
|
$14.2 Million
0.01% of portfolio
|
Q1 2025
Added 18.74%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
405,527
shares
|
$14.1 Million
9.35% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
402,204
shares
|
$14 Million
8.92% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
400,544
shares
|
$13.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
399,619
shares
|
$13.9 Million
6.36% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
396,237
shares
|
$13.8 Million
5.87% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
394,544
shares
|
$13.7 Million
3.75% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
391,108
shares
|
$13.6 Million
5.68% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
386,736
shares
|
$13.4 Million
0.18% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
386,436
shares
|
$13.4 Million
1.15% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
386,058
shares
|
$13.4 Million
1.55% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
383,209
shares
|
$13.3 Million
5.36% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
381,552
shares
|
$13.2 Million
2.88% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
376,051
shares
|
$13.1 Million
0.01% of portfolio
|
Q1 2025
Added 68.45%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
366,815
shares
|
$12.7 Million
7.45% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
362,105
shares
|
$12.6 Million
3.79% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
358,256
shares
|
$12.4 Million
6.48% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
352,126
shares
|
$12.2 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
347,068
shares
|
$12 Million
3.98% of portfolio
|
Q1 2025
Added 4.62%
|