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 608 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $7.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
243,955
shares
|
$7.68 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
243,871
shares
|
$7.68 Million
2.57% of portfolio
|
Q4 2023
Added 10.87%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
243,345
shares
|
$7.66 Million
0.79% of portfolio
|
Q4 2024
Added 16.15%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
242,966
shares
|
$7.65 Million
6.28% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
241,179
shares
|
$7.59 Million
3.9% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
239,964
shares
|
$7.55 Million
0.63% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
232,985
shares
|
$7.33 Million
0.0% of portfolio
|
Q4 2024
Added 807.44%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
231,748
shares
|
$7.3 Million
1.45% of portfolio
|
Q4 2024
Added 25.79%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
230,109
shares
|
$7.24 Million
2.11% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
229,928
shares
|
$7.24 Million
1.32% of portfolio
|
Q4 2024
Added 21.99%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
228,541
shares
|
$7.19 Million
3.04% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
227,526
shares
|
$7.16 Million
1.39% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
224,514
shares
|
$7.07 Million
2.16% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
223,917
shares
|
$7.05 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
223,244
shares
|
$7.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
222,989
shares
|
$7.02 Million
3.33% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
213,776
shares
|
$6.73 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
198,797
shares
|
$6.26 Million
1.72% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
198,796
shares
|
$6.26 Million
1.91% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
198,369
shares
|
$6.24 Million
0.01% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
196,730
shares
|
$6.19 Million
3.94% of portfolio
|
Q4 2023
Added 6.37%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
195,629
shares
|
$6.16 Million
1.53% of portfolio
|
Q3 2024
Added 220.21%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
195,501
shares
|
$6.15 Million
0.23% of portfolio
|
Q4 2024
Added 30.7%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
195,419
shares
|
$6.15 Million
2.91% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
194,903
shares
|
$6.14 Million
1.88% of portfolio
|
Q4 2024
Added 8.61%
|