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 681 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $9.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
240,852
shares
|
$8.75 Million
2.83% of portfolio
|
Q2 2025
Reduced 28.98%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
234,109
shares
|
$8.51 Million
3.32% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
233,646
shares
|
$8.49 Million
3.72% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
231,606
shares
|
$8.41 Million
2.5% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
228,821
shares
|
$8.31 Million
1.51% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
227,430
shares
|
$8.26 Million
1.96% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
226,024
shares
|
$8.21 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
223,917
shares
|
$8.13 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
223,625
shares
|
$8.12 Million
0.96% of portfolio
|
Q2 2025
Added 108.11%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
222,671
shares
|
$8.09 Million
2.34% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
221,749
shares
|
$8.06 Million
2.18% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
218,654
shares
|
$7.94 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
216,769
shares
|
$7.88 Million
6.6% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
215,468
shares
|
$7.83 Million
4.95% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
211,329
shares
|
$7.68 Million
2.81% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
211,310
shares
|
$7.68 Million
2.97% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
210,492
shares
|
$7.65 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
209,163
shares
|
$7.6 Million
4.71% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
205,029
shares
|
$7.45 Million
1.43% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
203,679
shares
|
$7.4 Million
0.22% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
201,755
shares
|
$7.33 Million
3.67% of portfolio
|
Q2 2025
Added 20.97%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
196,730
shares
|
$7.15 Million
3.94% of portfolio
|
Q4 2023
Added 6.37%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
196,158
shares
|
$7.13 Million
5.8% of portfolio
|
Q2 2025
Added 115.45%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
195,629
shares
|
$7.11 Million
1.53% of portfolio
|
Q3 2024
Added 220.21%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
194,360
shares
|
$7.06 Million
3.92% of portfolio
|
Q2 2025
Added 1.71%
|