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 520 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
76,716
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2024
Added 8.94%
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Jul 30, 2024 Q2 2024 |
76,350
shares
|
$2.43 Million
1.99% of portfolio
|
Q2 2024
Added 10.07%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
74,611
shares
|
$2.38 Million
0.15% of portfolio
|
Q2 2024
Added 4.1%
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Aug 05, 2024 Q2 2024 |
73,673
shares
|
$2.35 Million
1.46% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Bridge Advisory, LLC
|
Jul 23, 2024 Q2 2024 |
73,402
shares
|
$2.34 Million
1.08% of portfolio
|
Q2 2024
Added 0.48%
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
70,615
shares
|
$2.25 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jul 24, 2024 Q2 2024 |
70,316
shares
|
$2.24 Million
0.87% of portfolio
|
Q4 2023
Added 3.22%
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 25, 2024 Q2 2024 |
69,817
shares
|
$2.23 Million
0.8% of portfolio
|
Q2 2024
Added 17.69%
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Aug 20, 2024 Q2 2024 |
68,125
shares
|
$2.17 Million
1.29% of portfolio
|
Q2 2024
Added 12.34%
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
68,064
shares
|
$2.17 Million
0.24% of portfolio
|
Q1 2024
Reduced 3.77%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
67,846
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2024
Added 139.14%
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jul 16, 2024 Q2 2024 |
67,716
shares
|
$2.16 Million
1.06% of portfolio
|
Q2 2024
Added 0.69%
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 09, 2024 Q2 2024 |
67,565
shares
|
$2.15 Million
1.56% of portfolio
|
Q2 2024
Added 5.5%
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jul 29, 2024 Q2 2024 |
67,280
shares
|
$2.14 Million
0.58% of portfolio
|
Q2 2024
Added 0.04%
|
|
Sanctuary Wealth Management, L.L.C.
|
Aug 08, 2024 Q2 2024 |
66,551
shares
|
$2.12 Million
1.54% of portfolio
|
Q2 2024
Added 6.68%
|
|
Retirement Guys Formula LLC
|
Aug 01, 2024 Q2 2024 |
64,739
shares
|
$2.06 Million
0.94% of portfolio
|
Q2 2024
Reduced 8.13%
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
64,026
shares
|
$2.04 Million
0.55% of portfolio
|
Q2 2023
Reduced 58.78%
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
63,576
shares
|
$2.03 Million
0.92% of portfolio
|
Q2 2024
Added 15.99%
|
|
Exeter Financial, LLC
|
Jul 12, 2024 Q2 2024 |
63,556
shares
|
$2.03 Million
0.91% of portfolio
|
Q2 2024
Added 1.11%
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jul 26, 2024 Q2 2024 |
62,483
shares
|
$1.99 Million
2.04% of portfolio
|
Q2 2024
Reduced 41.18%
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
61,276
shares
|
$1.95 Million
0.47% of portfolio
|
Q2 2024
Added 19.11%
|
|
Waypoint Capital Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
61,094
shares
|
$1.95 Million
0.47% of portfolio
|
Q2 2024
New holding
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Aug 01, 2024 Q2 2024 |
60,809
shares
|
$1.94 Million
0.72% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
Wescott Financial Advisory Group, LLC
|
Aug 14, 2024 Q2 2024 |
60,180
shares
|
$1.92 Million
0.23% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Aug 29, 2024 Q2 2024 |
59,778
shares
|
$1.91 Million
0.59% of portfolio
|
Q2 2024
Added 125.93%
|