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 |
|---|---|---|---|---|---|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
40,093
shares
|
$1.35 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
39,117
shares
|
$1.31 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
38,944
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2025
Added 59.65%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
38,852
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
38,464
shares
|
$1.29 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Scratch Capital LLC
Boise, ID |
Apr 16, 2025 Q1 2025 |
37,814
shares
|
$1.27 Million
1.22% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
36,919
shares
|
$1.24 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
36,870
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
36,233
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
36,105
shares
|
$1.21 Million
0.23% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
35,783
shares
|
$1.2 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
|
$1.2 Million
0.39% of portfolio
|
Q1 2025
Reduced 25.76%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
35,272
shares
|
$1.19 Million
0.95% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
35,210
shares
|
$1.18 Million
0.19% of portfolio
|
Q1 2025
Added 128.31%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
35,126
shares
|
$1.18 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
34,782
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
34,633
shares
|
$1.16 Million
0.33% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
34,165
shares
|
$1.15 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
33,908
shares
|
$1.14 Million
0.06% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
33,620
shares
|
$1.13 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
33,477
shares
|
$1.13 Million
0.17% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
33,396
shares
|
$1.12 Million
0.65% of portfolio
|
Q3 2023
Added 13.35%
|
|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
33,208
shares
|
$1.12 Million
0.58% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
33,109
shares
|
$1.11 Million
0.12% of portfolio
|
Q4 2024
Added 33.13%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
33,015
shares
|
$1.11 Million
0.25% of portfolio
|
Q1 2025
Added 10.73%
|