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 538 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
187,800
shares
|
$5.59 Million
2.15% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
186,212
shares
|
$5.54 Million
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
185,971
shares
|
$5.53 Million
3.37% of portfolio
|
Q1 2024
Added 22.61%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
184,978
shares
|
$5.5 Million
0.01% of portfolio
|
Q3 2024
Added 607.56%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
184,691
shares
|
$5.49 Million
2.9% of portfolio
|
Q3 2024
Added 121.86%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
184,227
shares
|
$5.48 Million
1.39% of portfolio
|
Q3 2024
Added 22.76%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
182,617
shares
|
$5.43 Million
3.0% of portfolio
|
Q3 2024
Added 22.38%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
182,119
shares
|
$5.42 Million
3.85% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
179,445
shares
|
$5.34 Million
1.89% of portfolio
|
Q3 2024
Added 18.87%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
178,758
shares
|
$5.32 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
178,473
shares
|
$5.31 Million
3.68% of portfolio
|
Q1 2023
Added 19.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
178,258
shares
|
$5.3 Million
0.07% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
177,871
shares
|
$5.29 Million
0.18% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
176,232
shares
|
$5.24 Million
1.83% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
175,226
shares
|
$5.21 Million
2.69% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
171,831
shares
|
$5.11 Million
2.66% of portfolio
|
Q2 2023
Reduced 9.92%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
170,494
shares
|
$5.07 Million
3.89% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
169,956
shares
|
$5.05 Million
2.73% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
166,755
shares
|
$4.96 Million
1.78% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
166,701
shares
|
$4.96 Million
3.3% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
166,394
shares
|
$4.95 Million
0.83% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
165,929
shares
|
$4.93 Million
0.22% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
156,283
shares
|
$4.65 Million
2.36% of portfolio
|
Q3 2024
Reduced 31.1%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
156,138
shares
|
$4.64 Million
4.18% of portfolio
|
Q3 2024
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
155,581
shares
|
$4.63 Million
1.02% of portfolio
|
Q3 2024
Added 3.24%
|