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 608 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $7.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
127,865
shares
|
$4.13 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
127,652
shares
|
$4.12 Million
1.86% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
127,095
shares
|
$4.1 Million
1.26% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
125,642
shares
|
$4.06 Million
0.87% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
125,127
shares
|
$4.04 Million
2.58% of portfolio
|
Q4 2024
Added 48.55%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
121,734
shares
|
$3.93 Million
2.89% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
121,589
shares
|
$3.93 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
116,184
shares
|
$3.75 Million
1.18% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
115,698
shares
|
$3.74 Million
0.93% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
113,575
shares
|
$3.67 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
113,008
shares
|
$3.65 Million
2.29% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
112,608
shares
|
$3.64 Million
1.24% of portfolio
|
Q1 2023
Added 10.77%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
112,366
shares
|
$3.63 Million
0.45% of portfolio
|
Q4 2024
Added 27.62%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
111,719
shares
|
$3.61 Million
0.03% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
108,705
shares
|
$3.51 Million
0.34% of portfolio
|
Q4 2024
Added 27.97%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
106,427
shares
|
$3.44 Million
3.44% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
105,898
shares
|
$3.42 Million
0.39% of portfolio
|
Q4 2024
Added 24.58%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
105,845
shares
|
$3.42 Million
2.76% of portfolio
|
Q4 2024
Added 36.44%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
104,905
shares
|
$3.39 Million
0.67% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
104,038
shares
|
$3.36 Million
3.12% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
103,954
shares
|
$3.36 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
103,611
shares
|
$3.35 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
103,168
shares
|
$3.33 Million
0.1% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
102,383
shares
|
$3.31 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
102,201
shares
|
$3.3 Million
1.43% of portfolio
|
Q4 2024
Reduced 76.97%
|