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 |
|---|---|---|---|---|---|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
70,316
shares
|
$2.44 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
68,791
shares
|
$2.39 Million
1.14% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
68,547
shares
|
$2.38 Million
0.39% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
67,850
shares
|
$2.35 Million
1.3% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
67,594
shares
|
$2.35 Million
0.25% of portfolio
|
Q1 2025
Added 21.83%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
67,259
shares
|
$2.33 Million
1.12% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
66,317
shares
|
$2.3 Million
0.13% of portfolio
|
Q1 2025
Added 172.49%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
65,184
shares
|
$2.26 Million
0.49% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
64,026
shares
|
$2.22 Million
0.55% of portfolio
|
Q2 2023
Reduced 58.78%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
63,946
shares
|
$2.22 Million
1.83% of portfolio
|
Q1 2025
Added 83.82%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
63,301
shares
|
$2.2 Million
1.42% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
62,981
shares
|
$2.19 Million
0.04% of portfolio
|
Q2 2025
Added 50.42%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
62,659
shares
|
$2.17 Million
1.28% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
62,081
shares
|
$2.15 Million
0.37% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
61,839
shares
|
$2.15 Million
1.05% of portfolio
|
Q1 2025
Added 26.88%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
60,583
shares
|
$2.1 Million
0.96% of portfolio
|
Q1 2025
Added 23.01%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
58,922
shares
|
$2.04 Million
1.91% of portfolio
|
Q1 2025
Added 28.18%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
58,874
shares
|
$2.04 Million
0.84% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
58,753
shares
|
$2.04 Million
1.51% of portfolio
|
Q1 2025
Added 53.41%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
58,610
shares
|
$2.03 Million
0.79% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
58,515
shares
|
$2.03 Million
3.64% of portfolio
|
Q1 2025
Added 535.48%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
55,799
shares
|
$1.94 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
53,871
shares
|
$1.87 Million
0.07% of portfolio
|
Q1 2025
Reduced 59.67%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
53,595
shares
|
$1.86 Million
0.36% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
53,237
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.21%
|