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 539 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $5.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
355,471
shares
|
$10.6 Million
7.41% of portfolio
|
Q3 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
350,033
shares
|
$10.4 Million
3.84% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
348,514
shares
|
$10.4 Million
0.04% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
346,118
shares
|
$10.3 Million
6.38% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
345,262
shares
|
$10.3 Million
2.41% of portfolio
|
Q4 2023
Added 5.07%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
333,611
shares
|
$9.94 Million
2.29% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
330,315
shares
|
$9.84 Million
3.65% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
329,521
shares
|
$9.82 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
328,954
shares
|
$9.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
326,264
shares
|
$9.72 Million
1.24% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
320,584
shares
|
$9.55 Million
8.26% of portfolio
|
Q3 2024
Added 13.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
313,551
shares
|
$9.34 Million
0.1% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
312,017
shares
|
$9.29 Million
1.11% of portfolio
|
Q3 2024
Added 24.45%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
305,084
shares
|
$9.09 Million
4.57% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
300,736
shares
|
$8.96 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,714
shares
|
$8.81 Million
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
293,221
shares
|
$8.74 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
291,038
shares
|
$8.67 Million
0.02% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
288,410
shares
|
$8.59 Million
0.01% of portfolio
|
Q3 2024
Added 174.59%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
285,622
shares
|
$8.51 Million
1.59% of portfolio
|
Q3 2024
Reduced 49.57%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
282,597
shares
|
$8.42 Million
3.48% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
282,368
shares
|
$8.41 Million
2.0% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
277,807
shares
|
$8.28 Million
2.51% of portfolio
|
Q1 2024
Reduced 23.11%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
277,179
shares
|
$8.26 Million
1.45% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
277,115
shares
|
$8.26 Million
4.7% of portfolio
|
Q3 2024
Added 5.22%
|