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 655 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $8.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
225,476
shares
|
$7.83 Million
0.06% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
223,917
shares
|
$7.77 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
223,733
shares
|
$7.77 Million
0.23% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
222,671
shares
|
$7.73 Million
2.34% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
221,749
shares
|
$7.7 Million
2.18% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
211,310
shares
|
$7.33 Million
2.97% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
210,492
shares
|
$7.31 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
209,163
shares
|
$7.26 Million
4.71% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
207,273
shares
|
$7.19 Million
0.5% of portfolio
|
Q1 2025
Added 24.93%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
205,023
shares
|
$7.12 Million
3.13% of portfolio
|
Q1 2025
Added 38.8%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
198,796
shares
|
$6.9 Million
1.91% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
198,412
shares
|
$6.89 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
197,642
shares
|
$6.86 Million
2.12% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
196,730
shares
|
$6.83 Million
3.94% of portfolio
|
Q4 2023
Added 6.37%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
195,629
shares
|
$6.79 Million
1.53% of portfolio
|
Q3 2024
Added 220.21%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
191,500
shares
|
$6.65 Million
0.54% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
191,090
shares
|
$6.63 Million
3.92% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
189,381
shares
|
$6.57 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
186,481
shares
|
$6.47 Million
4.22% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
185,971
shares
|
$6.46 Million
3.37% of portfolio
|
Q1 2024
Added 22.61%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
185,503
shares
|
$6.44 Million
2.14% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
183,012
shares
|
$6.35 Million
1.19% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
180,771
shares
|
$6.27 Million
4.67% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
178,685
shares
|
$6.2 Million
0.87% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
178,576
shares
|
$6.2 Million
0.0% of portfolio
|
Q1 2025
Added 5.18%
|