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 681 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $9.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
381,943
shares
|
$13.9 Million
6.57% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
380,122
shares
|
$13.8 Million
8.54% of portfolio
|
Q2 2025
Added 21.76%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
378,137
shares
|
$13.7 Million
3.05% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
366,815
shares
|
$13.3 Million
7.45% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
362,105
shares
|
$13.2 Million
3.79% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
357,062
shares
|
$13 Million
0.45% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Jul 29, 2025 Q2 2025 |
355,595
shares
|
$12.9 Million
10.87% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
346,122
shares
|
$12.6 Million
9.0% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
345,262
shares
|
$12.5 Million
2.41% of portfolio
|
Q4 2023
Added 5.07%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
345,203
shares
|
$12.5 Million
8.43% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
344,388
shares
|
$12.5 Million
0.9% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
338,922
shares
|
$12.3 Million
11.08% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
336,987
shares
|
$12.2 Million
8.06% of portfolio
|
Q2 2025
Added 19.43%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
335,149
shares
|
$12.2 Million
0.08% of portfolio
|
Q2 2025
Added 48.64%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
335,019
shares
|
$12.2 Million
7.89% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
334,151
shares
|
$12.1 Million
4.44% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
317,103
shares
|
$11.5 Million
0.1% of portfolio
|
Q2 2025
Added 14.96%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
313,212
shares
|
$11.4 Million
4.74% of portfolio
|
Q2 2025
Added 138489.38%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
312,190
shares
|
$11.3 Million
3.22% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
311,427
shares
|
$11.3 Million
8.26% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
303,385
shares
|
$11 Million
0.38% of portfolio
|
Q2 2025
Added 33.02%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
301,872
shares
|
$11 Million
0.02% of portfolio
|
Q2 2025
Added 467.03%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
300,779
shares
|
$10.9 Million
1.51% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
295,859
shares
|
$10.7 Million
6.44% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,714
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Added 0.6%
|