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 $7.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
138,990
shares
|
$4.67 Million
0.94% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
137,208
shares
|
$4.61 Million
3.1% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
136,772
shares
|
$4.6 Million
3.28% of portfolio
|
Q1 2025
Added 75.74%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
136,696
shares
|
$4.59 Million
3.54% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
135,577
shares
|
$4.56 Million
0.54% of portfolio
|
Q1 2025
Added 28.03%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
135,083
shares
|
$4.54 Million
2.24% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
134,808
shares
|
$4.53 Million
2.14% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
133,837
shares
|
$4.5 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
131,364
shares
|
$4.42 Million
0.25% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
129,911
shares
|
$4.37 Million
0.73% of portfolio
|
Q1 2025
Added 128.73%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
127,453
shares
|
$4.28 Million
3.2% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
125,127
shares
|
$4.21 Million
2.58% of portfolio
|
Q4 2024
Added 48.55%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
122,954
shares
|
$4.13 Million
1.22% of portfolio
|
Q1 2025
Added 21.13%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
122,366
shares
|
$4.11 Million
0.42% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
122,123
shares
|
$4.1 Million
0.12% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
122,053
shares
|
$4.1 Million
1.33% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
121,502
shares
|
$4.08 Million
3.58% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
120,618
shares
|
$4.05 Million
1.09% of portfolio
|
Q1 2025
Added 170.5%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
117,020
shares
|
$3.93 Million
1.35% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
115,990
shares
|
$3.9 Million
1.28% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
115,789
shares
|
$3.89 Million
1.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
115,387
shares
|
$3.88 Million
1.59% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
115,104
shares
|
$3.87 Million
2.05% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
114,218
shares
|
$3.84 Million
1.04% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
113,053
shares
|
$3.8 Million
4.0% of portfolio
|
Q1 2025
Added 6.23%
|