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 |
|---|---|---|---|---|---|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
407,186
shares
|
$15.1 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
404,919
shares
|
$15 Million
6.24% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
395,741
shares
|
$14.7 Million
0.17% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
394,683
shares
|
$14.6 Million
5.53% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
392,029
shares
|
$14.5 Million
0.2% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
391,729
shares
|
$14.5 Million
1.1% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
391,637
shares
|
$14.5 Million
2.1% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
381,564
shares
|
$14.2 Million
7.48% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
380,921
shares
|
$14.1 Million
5.27% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
380,052
shares
|
$14.1 Million
8.88% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
377,809
shares
|
$14 Million
0.51% of portfolio
|
Q3 2025
Reduced 22.54%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
377,783
shares
|
$14 Million
0.03% of portfolio
|
Q3 2025
Added 25.15%
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
377,300
shares
|
$14 Million
12.48% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
376,356
shares
|
$14 Million
3.76% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
371,223
shares
|
$13.8 Million
2.94% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
363,468
shares
|
$13.5 Million
0.44% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
360,663
shares
|
$13.4 Million
9.79% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
357,002
shares
|
$13.2 Million
0.1% of portfolio
|
Q3 2025
Added 12.58%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
356,891
shares
|
$13.2 Million
7.88% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
350,965
shares
|
$13 Million
7.59% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
350,493
shares
|
$13 Million
3.71% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
349,627
shares
|
$13 Million
10.71% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
345,495
shares
|
$12.8 Million
4.95% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
345,262
shares
|
$12.8 Million
2.41% of portfolio
|
Q4 2023
Added 5.07%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
344,318
shares
|
$12.8 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.02%
|
|