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 |
---|---|---|---|---|---|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
41,804
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2024
Reduced 7.51%
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 24, 2024 Q2 2024 |
41,195
shares
|
$1.31 Million
0.86% of portfolio
|
Q2 2024
Reduced 8.3%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
40,243
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2024
Added 19.55%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
40,046
shares
|
$1.28 Million
0.06% of portfolio
|
Q2 2024
Added 4.47%
|
|
City State Bank
Norwalk, IA |
Jul 09, 2024 Q2 2024 |
39,903
shares
|
$1.27 Million
0.48% of portfolio
|
Q2 2024
Added 9.92%
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 25, 2024 Q2 2024 |
39,632
shares
|
$1.26 Million
0.83% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Shore Point Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
39,415
shares
|
$1.26 Million
0.68% of portfolio
|
Q2 2024
Added 4.2%
|
|
Life Planning Partners, Inc
|
Jul 30, 2024 Q2 2024 |
38,436
shares
|
$1.22 Million
1.04% of portfolio
|
Q2 2024
Added 63.76%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
38,384
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.25%
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 01, 2024 Q2 2024 |
38,369
shares
|
$1.22 Million
0.68% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 12, 2024 Q2 2024 |
38,028
shares
|
$1.21 Million
0.27% of portfolio
|
Q4 2023
Added 4.52%
|
|
Evoke Wealth, LLC
|
Aug 13, 2024 Q2 2024 |
37,140
shares
|
$1.18 Million
1.3% of portfolio
|
Q2 2024
Reduced 97.63%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
37,115
shares
|
$1.18 Million
0.52% of portfolio
|
Q2 2024
Added 30.27%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
36,787
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2024
Added 0.91%
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Aug 07, 2024 Q2 2024 |
36,636
shares
|
$1.17 Million
0.58% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
35,649
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2024
Added 1.03%
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 15, 2024 Q2 2024 |
35,569
shares
|
$1.13 Million
0.11% of portfolio
|
Q1 2024
Added 80.35%
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Aug 08, 2024 Q2 2024 |
35,277
shares
|
$1.12 Million
0.75% of portfolio
|
Q2 2024
Added 0.46%
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 26, 2024 Q2 2024 |
35,033
shares
|
$1.12 Million
0.55% of portfolio
|
Q2 2024
Added 44.45%
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jul 26, 2024 Q2 2024 |
34,857
shares
|
$1.11 Million
0.67% of portfolio
|
Q2 2024
Added 10.23%
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
34,818
shares
|
$1.11 Million
0.84% of portfolio
|
Q2 2024
Reduced 14.17%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
34,422
shares
|
$1.1 Million
0.11% of portfolio
|
Q2 2024
Added 68.99%
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Aug 07, 2024 Q2 2024 |
34,288
shares
|
$1.09 Million
0.22% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 19, 2024 Q1 2024 |
33,658
shares
|
$1.07 Million
0.9% of portfolio
|
Q1 2024
New holding
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
33,396
shares
|
$1.06 Million
0.65% of portfolio
|
Q3 2023
Added 13.35%
|