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 |
|---|---|---|---|---|---|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
41,920
shares
|
$1.45 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
40,446
shares
|
$1.4 Million
0.18% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
40,093
shares
|
$1.39 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
40,080
shares
|
$1.39 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
39,117
shares
|
$1.36 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
38,944
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Added 59.65%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
38,852
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
38,464
shares
|
$1.33 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
36,919
shares
|
$1.28 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
36,870
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
36,615
shares
|
$1.27 Million
0.31% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
36,572
shares
|
$1.27 Million
0.21% of portfolio
|
Q2 2025
Added 24.91%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
36,233
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
36,105
shares
|
$1.25 Million
0.23% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
35,783
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
35,693
shares
|
$1.24 Million
0.39% of portfolio
|
Q1 2025
Reduced 25.76%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
35,487
shares
|
$1.23 Million
0.46% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
35,272
shares
|
$1.22 Million
0.95% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
35,210
shares
|
$1.22 Million
0.19% of portfolio
|
Q1 2025
Added 128.31%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
35,126
shares
|
$1.22 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
34,782
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
34,633
shares
|
$1.2 Million
0.33% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
34,165
shares
|
$1.19 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
33,908
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
33,477
shares
|
$1.16 Million
0.17% of portfolio
|
Q1 2025
Reduced 13.09%
|