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 539 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
128,309
shares
|
$3.81 Million
0.65% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
124,676
shares
|
$3.7 Million
2.95% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
122,391
shares
|
$3.64 Million
1.99% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
120,515
shares
|
$3.58 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
120,226
shares
|
$3.57 Million
0.9% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
119,271
shares
|
$3.54 Million
1.28% of portfolio
|
Q3 2024
Added 11.24%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
117,593
shares
|
$3.49 Million
2.17% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
116,934
shares
|
$3.47 Million
0.88% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
115,185
shares
|
$3.42 Million
2.18% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
115,125
shares
|
$3.42 Million
1.45% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
113,257
shares
|
$3.36 Million
1.28% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
112,608
shares
|
$3.35 Million
1.24% of portfolio
|
Q1 2023
Added 10.77%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
111,459
shares
|
$3.31 Million
0.14% of portfolio
|
Q2 2024
Added 4.7%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
110,991
shares
|
$3.3 Million
1.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
104,840
shares
|
$3.11 Million
0.04% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
104,322
shares
|
$3.1 Million
2.75% of portfolio
|
Q3 2024
Added 34.31%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
102,466
shares
|
$3.04 Million
0.12% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
99,219
shares
|
$2.95 Million
2.88% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
97,959
shares
|
$2.91 Million
3.21% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
91,146
shares
|
$2.71 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
89,433
shares
|
$2.66 Million
1.12% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
89,034
shares
|
$2.65 Million
0.71% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
88,044
shares
|
$2.62 Million
0.38% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
87,977
shares
|
$2.61 Million
0.29% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
87,067
shares
|
$2.59 Million
0.09% of portfolio
|
Q3 2024
Added 6.6%
|