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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
89,338
shares
|
$3 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
87,287
shares
|
$2.93 Million
2.01% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
85,659
shares
|
$2.88 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
85,641
shares
|
$2.88 Million
0.93% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
82,971
shares
|
$2.79 Million
2.17% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
82,599
shares
|
$2.78 Million
1.83% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
82,561
shares
|
$2.77 Million
0.21% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
79,727
shares
|
$2.68 Million
1.19% of portfolio
|
Q1 2025
Reduced 77.86%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
79,461
shares
|
$2.67 Million
0.24% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
77,781
shares
|
$2.61 Million
0.07% of portfolio
|
Q1 2025
Added 22.24%
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
77,773
shares
|
$2.61 Million
1.12% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
76,415
shares
|
$2.57 Million
1.31% of portfolio
|
Q1 2025
Added 113.11%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
76,290
shares
|
$2.56 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
76,192
shares
|
$2.56 Million
1.55% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
73,874
shares
|
$2.48 Million
0.01% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
72,867
shares
|
$2.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
72,768
shares
|
$2.45 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
72,466
shares
|
$2.44 Million
0.73% of portfolio
|
Q1 2025
Added 193.78%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
72,217
shares
|
$2.43 Million
1.63% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
71,355
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
71,308
shares
|
$2.4 Million
0.84% of portfolio
|
Q1 2025
Added 53.05%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
70,583
shares
|
$2.37 Million
0.92% of portfolio
|
Q1 2025
Added 578.1%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
70,316
shares
|
$2.36 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
69,476
shares
|
$2.34 Million
1.23% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
68,791
shares
|
$2.31 Million
1.14% of portfolio
|
Q1 2025
Added 0.4%
|