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 701 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $9.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
317,103
shares
|
$11.5 Million
0.1% of portfolio
|
Q2 2025
Added 14.96%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
313,212
shares
|
$11.4 Million
4.74% of portfolio
|
Q2 2025
Added 138489.38%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
311,702
shares
|
$11.3 Million
3.06% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
303,385
shares
|
$11 Million
0.38% of portfolio
|
Q2 2025
Added 33.02%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
301,872
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2025
Added 467.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,714
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
289,433
shares
|
$10.5 Million
6.23% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
286,358
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
285,192
shares
|
$10.3 Million
4.96% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
280,599
shares
|
$10.2 Million
2.97% of portfolio
|
Q3 2025
Added 21.15%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
279,728
shares
|
$10.1 Million
3.18% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Fort Henry Capital, LLC
|
Oct 14, 2025 Q3 2025 |
278,227
shares
|
$10.1 Million
6.45% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
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 Million
0.98% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
275,501
shares
|
$9.99 Million
6.13% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
271,695
shares
|
$9.85 Million
4.19% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
270,394
shares
|
$9.8 Million
1.91% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
270,194
shares
|
$9.79 Million
0.1% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
267,232
shares
|
$9.69 Million
4.51% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
266,420
shares
|
$9.66 Million
3.45% of portfolio
|
Q2 2025
Added 140.81%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
265,128
shares
|
$9.61 Million
5.79% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
259,058
shares
|
$9.39 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
257,318
shares
|
$9.33 Million
5.79% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
253,954
shares
|
$9.21 Million
3.54% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
251,890
shares
|
$9.13 Million
0.51% of portfolio
|
Q3 2022
Added 26.98%
|