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 644 institutions that hold shares in the stock, with a total of 235 Million shares, which have been reported (via 13F filing form) to have a value of $7.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
167,618
shares
|
$5.67 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
166,782
shares
|
$5.64 Million
3.29% of portfolio
|
Q1 2025
Added 57.57%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
166,364
shares
|
$5.62 Million
0.45% of portfolio
|
Q1 2025
Added 23.52%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
166,241
shares
|
$5.62 Million
0.18% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
165,913
shares
|
$5.61 Million
0.37% of portfolio
|
Q4 2024
Added 17.58%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
164,465
shares
|
$5.56 Million
2.51% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
161,845
shares
|
$5.47 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
159,127
shares
|
$5.38 Million
1.09% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Apr 30, 2025 Q1 2025 |
158,085
shares
|
$5.34 Million
3.99% of portfolio
|
Q1 2025
Added 13.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
156,128
shares
|
$5.28 Million
0.0% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
155,000
shares
|
$5.24 Million
0.3% of portfolio
|
Q4 2023
Reduced 6.06%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
154,660
shares
|
$5.23 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
154,510
shares
|
$5.22 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
154,340
shares
|
$5.22 Million
1.57% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
153,004
shares
|
$5.17 Million
3.39% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
152,819
shares
|
$5.17 Million
0.7% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
148,594
shares
|
$5.02 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
145,266
shares
|
$4.91 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
145,222
shares
|
$4.91 Million
0.15% of portfolio
|
Q1 2025
Added 59.81%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
143,675
shares
|
$4.86 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
143,156
shares
|
$4.84 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
143,096
shares
|
$4.84 Million
1.3% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
143,037
shares
|
$4.83 Million
0.4% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
141,672
shares
|
$4.79 Million
0.73% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
139,527
shares
|
$4.72 Million
2.78% of portfolio
|
Q4 2024
Added 8.15%
|