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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
284,280
shares
|
$10.3 Million
0.68% of portfolio
|
Q2 2025
Added 37.15%
|
|
|
Fort Henry Capital, LLC
|
Jul 15, 2025 Q2 2025 |
282,828
shares
|
$10.3 Million
6.59% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
282,811
shares
|
$10.3 Million
3.25% of portfolio
|
Q2 2025
Added 18.88%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
281,124
shares
|
$10.2 Million
4.64% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
280,032
shares
|
$10.2 Million
0.01% of portfolio
|
Q2 2025
Added 34.18%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
279,019
shares
|
$10.1 Million
5.22% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
277,807
shares
|
$10.1 Million
2.15% of portfolio
|
Q1 2024
Reduced 23.11%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
277,128
shares
|
$10.1 Million
0.98% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
276,843
shares
|
$10.1 Million
3.24% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
274,510
shares
|
$9.97 Million
6.33% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
270,194
shares
|
$9.82 Million
0.1% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
268,351
shares
|
$9.75 Million
4.72% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
266,420
shares
|
$9.68 Million
3.53% of portfolio
|
Q2 2025
Added 140.81%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
266,013
shares
|
$9.66 Million
4.2% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
263,777
shares
|
$9.58 Million
5.73% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
263,613
shares
|
$9.58 Million
0.02% of portfolio
|
Q2 2025
Added 900.16%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
261,001
shares
|
$9.48 Million
4.51% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
260,145
shares
|
$9.45 Million
1.57% of portfolio
|
Q2 2025
Reduced 22.37%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
257,318
shares
|
$9.35 Million
5.79% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
256,988
shares
|
$9.34 Million
1.84% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
254,760
shares
|
$9.26 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
251,890
shares
|
$9.15 Million
0.51% of portfolio
|
Q3 2022
Added 26.98%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
251,675
shares
|
$9.14 Million
4.25% of portfolio
|
Q2 2025
Reduced 21.18%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 24, 2025 Q2 2025 |
244,461
shares
|
$8.88 Million
8.84% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
243,871
shares
|
$8.86 Million
2.57% of portfolio
|
Q4 2023
Added 10.87%
|