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 |
|---|---|---|---|---|---|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
251,675
shares
|
$9.12 Million
4.25% of portfolio
|
Q2 2025
Reduced 21.18%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
250,696
shares
|
$9.09 Million
1.53% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
248,522
shares
|
$9.01 Million
5.75% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
247,571
shares
|
$8.97 Million
4.82% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
243,871
shares
|
$8.84 Million
2.57% of portfolio
|
Q4 2023
Added 10.87%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
240,969
shares
|
$8.74 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
|
$8.48 Million
8.8% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
233,646
shares
|
$8.47 Million
3.72% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
231,015
shares
|
$8.37 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
|
$8.23 Million
6.55% of portfolio
|
Q3 2025
Added 105.41%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
226,705
shares
|
$8.22 Million
1.85% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
226,024
shares
|
$8.19 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
224,760
shares
|
$8.15 Million
0.21% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
224,244
shares
|
$8.13 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
|
$8.12 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
218,654
shares
|
$7.93 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
217,267
shares
|
$7.88 Million
4.77% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
215,843
shares
|
$7.82 Million
3.54% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
212,625
shares
|
$7.71 Million
2.88% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
210,492
shares
|
$7.63 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
208,850
shares
|
$7.57 Million
2.75% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
206,679
shares
|
$7.49 Million
0.11% of portfolio
|
Q3 2025
Added 228.16%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
205,029
shares
|
$7.43 Million
1.43% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
203,657
shares
|
$7.38 Million
0.21% of portfolio
|
Q3 2025
Added 14.8%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
202,704
shares
|
$7.35 Million
4.01% of portfolio
|
Q3 2025
Added 4.29%
|