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 711 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
263,872
shares
|
$9.79 Million
5.65% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
259,058
shares
|
$9.61 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
253,954
shares
|
$9.42 Million
3.54% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
251,890
shares
|
$9.34 Million
0.51% of portfolio
|
Q3 2022
Added 26.98%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
250,696
shares
|
$9.3 Million
1.53% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
248,522
shares
|
$9.22 Million
5.75% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
247,571
shares
|
$9.18 Million
4.82% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
243,871
shares
|
$9.05 Million
2.57% of portfolio
|
Q4 2023
Added 10.87%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
241,339
shares
|
$8.95 Million
0.3% of portfolio
|
Q3 2025
Reduced 20.45%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
240,969
shares
|
$8.94 Million
2.52% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
233,916
shares
|
$8.68 Million
8.8% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
233,646
shares
|
$8.67 Million
3.72% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
231,061
shares
|
$8.57 Million
0.33% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
231,015
shares
|
$8.57 Million
1.51% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
227,170
shares
|
$8.43 Million
6.55% of portfolio
|
Q3 2025
Added 105.41%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
225,854
shares
|
$8.38 Million
1.59% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
225,329
shares
|
$8.36 Million
1.81% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
224,760
shares
|
$8.34 Million
0.21% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
224,244
shares
|
$8.32 Million
0.08% of portfolio
|
Q3 2025
Added 50.72%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
223,917
shares
|
$8.31 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
217,267
shares
|
$8.06 Million
4.77% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
215,843
shares
|
$8.01 Million
3.54% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
212,625
shares
|
$7.89 Million
2.88% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
210,492
shares
|
$7.81 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
210,292
shares
|
$7.8 Million
0.33% of portfolio
|
Q3 2025
Added 205.68%
|
|