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 |
---|---|---|---|---|---|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
33,094
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
32,666
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Added 98.17%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
32,627
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2024
Added 17.49%
|
|
Bka Wealth Consulting, Inc.
|
Aug 06, 2024 Q2 2024 |
32,072
shares
|
$1.02 Million
1.15% of portfolio
|
Q2 2024
Added 22.54%
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 12, 2024 Q2 2024 |
31,257
shares
|
$996,160
0.24% of portfolio
|
Q2 2024
Added 48.45%
|
|
My Personal Cfo, LLC
|
Jul 25, 2024 Q2 2024 |
30,202
shares
|
$962,537
0.51% of portfolio
|
Q2 2024
Reduced 27.57%
|
|
G2 Capital Management, LLC
Columbus, OH |
Aug 09, 2024 Q2 2024 |
29,585
shares
|
$942,873
0.28% of portfolio
|
Q2 2024
Added 4.37%
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Aug 09, 2024 Q2 2024 |
29,061
shares
|
$926,174
0.92% of portfolio
|
Q2 2024
New holding
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
27,550
shares
|
$878,018
0.14% of portfolio
|
Q2 2024
Added 1.28%
|
|
Stone Point Wealth LLC
|
Jul 30, 2024 Q2 2024 |
27,276
shares
|
$869,286
0.29% of portfolio
|
Q2 2024
Added 5.01%
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
26,795
shares
|
$853,956
0.36% of portfolio
|
Q2 2024
Added 0.04%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
26,683
shares
|
$850,387
0.41% of portfolio
|
Q2 2024
Added 1.32%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
26,548
shares
|
$846,084
0.04% of portfolio
|
Q2 2024
Added 14.01%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
26,454
shares
|
$843,088
0.34% of portfolio
|
Q2 2024
New holding
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
26,388
shares
|
$840,985
0.5% of portfolio
|
Q2 2024
Reduced 10.15%
|
|
Tranquility Partners, LLC
|
Jul 25, 2024 Q2 2024 |
26,342
shares
|
$839,519
0.31% of portfolio
|
Q2 2024
Added 5.55%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
26,271
shares
|
$837,256
0.05% of portfolio
|
Q2 2024
Added 107.66%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
26,143
shares
|
$833,177
0.0% of portfolio
|
Q2 2024
Added 3.27%
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,940
shares
|
$826,707
0.03% of portfolio
|
Q3 2023
Added 204.28%
|
|
Wmg Financial Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
25,906
shares
|
$825,624
0.43% of portfolio
|
Q2 2024
Reduced 25.68%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
25,687
shares
|
$818,644
0.19% of portfolio
|
Q2 2024
Added 7.3%
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 02, 2024 Q2 2024 |
25,172
shares
|
$802,231
0.43% of portfolio
|
Q2 2024
Reduced 58.48%
|
|
Greenspring Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
25,053
shares
|
$798,439
0.18% of portfolio
|
Q1 2024
Added 211.49%
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Jul 26, 2024 Q2 2024 |
25,045
shares
|
$798,184
0.55% of portfolio
|
Q2 2024
Reduced 44.8%
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2024 Q2 2024 |
24,969
shares
|
$795,762
0.35% of portfolio
|
Q1 2024
Reduced 19.99%
|