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 |
|---|---|---|---|---|---|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
277,475
shares
|
$9.63 Million
8.57% of portfolio
|
Q1 2025
Added 145.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
275,849
shares
|
$9.57 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
272,654
shares
|
$9.46 Million
4.59% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
269,316
shares
|
$9.35 Million
3.09% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
268,716
shares
|
$9.33 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
268,351
shares
|
$9.31 Million
4.72% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
266,420
shares
|
$9.25 Million
3.53% of portfolio
|
Q2 2025
Added 140.81%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
266,013
shares
|
$9.23 Million
4.2% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
263,777
shares
|
$9.16 Million
5.73% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
263,036
shares
|
$9.13 Million
0.91% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
256,988
shares
|
$8.92 Million
1.84% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
254,760
shares
|
$8.84 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
253,818
shares
|
$8.81 Million
5.78% of portfolio
|
Q1 2025
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
251,890
shares
|
$8.74 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
|
$8.74 Million
4.25% of portfolio
|
Q2 2025
Reduced 21.18%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
243,871
shares
|
$8.46 Million
2.57% of portfolio
|
Q4 2023
Added 10.87%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
237,896
shares
|
$8.26 Million
2.74% of portfolio
|
Q1 2025
Added 70.52%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
236,458
shares
|
$8.21 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
234,109
shares
|
$8.13 Million
3.32% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
234,035
shares
|
$8.12 Million
7.26% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
233,646
shares
|
$8.11 Million
3.72% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
231,606
shares
|
$8.04 Million
2.5% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
228,607
shares
|
$7.93 Million
0.31% of portfolio
|
Q1 2025
Reduced 62.38%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
227,971
shares
|
$7.91 Million
1.49% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
227,430
shares
|
$7.89 Million
1.96% of portfolio
|
Q2 2025
Added 14.17%
|