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 649 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $8.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
113,053
shares
|
$3.92 Million
4.0% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
112,608
shares
|
$3.91 Million
1.24% of portfolio
|
Q1 2023
Added 10.77%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
112,327
shares
|
$3.9 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
110,634
shares
|
$3.84 Million
1.49% of portfolio
|
Q1 2025
Added 38.74%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
110,592
shares
|
$3.84 Million
3.59% of portfolio
|
Q1 2025
Reduced 28.11%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
108,579
shares
|
$3.77 Million
3.5% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
107,454
shares
|
$3.73 Million
0.44% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
105,979
shares
|
$3.68 Million
1.41% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
104,966
shares
|
$3.64 Million
0.77% of portfolio
|
Q1 2025
Added 53.83%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
104,583
shares
|
$3.63 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
103,954
shares
|
$3.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
100,758
shares
|
$3.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
100,051
shares
|
$3.47 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
96,349
shares
|
$3.34 Million
1.52% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
96,230
shares
|
$3.34 Million
0.83% of portfolio
|
Q1 2025
Added 39.64%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
94,769
shares
|
$3.29 Million
0.32% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
94,388
shares
|
$3.28 Million
2.54% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
93,623
shares
|
$3.25 Million
0.17% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
93,400
shares
|
$3.24 Million
0.08% of portfolio
|
Q4 2024
Added 72.96%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
93,098
shares
|
$3.23 Million
0.28% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
92,117
shares
|
$3.2 Million
0.99% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
91,480
shares
|
$3.17 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
91,047
shares
|
$3.16 Million
2.7% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
90,873
shares
|
$3.15 Million
1.35% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
89,929
shares
|
$3.12 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.09%
|