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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
51,746
shares
|
$1.74 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,342
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Added 18.73%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
50,819
shares
|
$1.71 Million
0.78% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
50,325
shares
|
$1.69 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
50,291
shares
|
$1.69 Million
0.57% of portfolio
|
Q1 2025
Reduced 27.55%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
49,891
shares
|
$1.68 Million
0.49% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
49,293
shares
|
$1.66 Million
1.42% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
49,086
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Added 39.18%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
48,011
shares
|
$1.61 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
47,959
shares
|
$1.61 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
47,114
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2023
Added 1.55%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
46,247
shares
|
$1.55 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
46,127
shares
|
$1.55 Million
0.49% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
46,043
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Added 480.98%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
45,461
shares
|
$1.53 Million
0.07% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
45,437
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
45,335
shares
|
$1.52 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
45,074
shares
|
$1.51 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
44,700
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 88.48%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
43,017
shares
|
$1.45 Million
1.12% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
42,821
shares
|
$1.44 Million
1.47% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
42,523
shares
|
$1.43 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
41,920
shares
|
$1.41 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
41,869
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
41,055
shares
|
$1.38 Million
1.07% of portfolio
|
Q1 2025
Reduced 3.35%
|