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 |
|---|---|---|---|---|---|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
346,122
shares
|
$12 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 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 Million
8.43% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
344,745
shares
|
$12 Million
2.14% of portfolio
|
Q1 2025
Reduced 60.77%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
339,116
shares
|
$11.8 Million
3.89% of portfolio
|
Q1 2025
Added 21.76%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
338,922
shares
|
$11.8 Million
11.08% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
336,339
shares
|
$11.7 Million
0.91% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
335,113
shares
|
$11.6 Million
1.54% of portfolio
|
Q1 2025
New holding
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
332,103
shares
|
$11.5 Million
10.57% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
316,668
shares
|
$11 Million
8.01% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
314,830
shares
|
$10.9 Million
7.67% of portfolio
|
Q1 2025
Added 24.37%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
312,190
shares
|
$10.8 Million
3.22% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
312,183
shares
|
$10.8 Million
7.06% of portfolio
|
Q1 2025
Added 90.88%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
311,427
shares
|
$10.8 Million
8.26% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
309,600
shares
|
$10.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
303,385
shares
|
$10.5 Million
0.38% of portfolio
|
Q2 2025
Added 33.02%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
295,859
shares
|
$10.3 Million
6.44% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,714
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
290,804
shares
|
$10.1 Million
1.43% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Fort Henry Capital, LLC
|
Jul 15, 2025 Q2 2025 |
282,828
shares
|
$9.82 Million
6.59% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
282,170
shares
|
$9.79 Million
7.28% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
281,124
shares
|
$9.76 Million
4.64% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
280,032
shares
|
$9.72 Million
0.01% of portfolio
|
Q2 2025
Added 34.18%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
279,019
shares
|
$9.68 Million
5.12% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
277,807
shares
|
$9.64 Million
2.21% of portfolio
|
Q1 2024
Reduced 23.11%
|