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 |
|---|---|---|---|---|---|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
33,396
shares
|
$1.16 Million
0.65% of portfolio
|
Q3 2023
Added 13.35%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
33,257
shares
|
$1.15 Million
0.58% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
33,015
shares
|
$1.15 Million
0.25% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
32,573
shares
|
$1.13 Million
0.7% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
32,134
shares
|
$1.12 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
31,575
shares
|
$1.1 Million
1.06% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
31,488
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
31,391
shares
|
$1.09 Million
0.34% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
30,881
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 89.61%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
30,584
shares
|
$1.06 Million
0.86% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
30,456
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
30,453
shares
|
$1.06 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
30,172
shares
|
$1.05 Million
0.39% of portfolio
|
Q1 2025
Added 22.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
29,711
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
29,408
shares
|
$1.02 Million
0.73% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
28,433
shares
|
$986,625
0.12% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
26,778
shares
|
$929,196
0.36% of portfolio
|
Q1 2025
Reduced 37.41%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
26,765
shares
|
$928,745
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
26,433
shares
|
$917,225
0.02% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
26,407
shares
|
$916,322
0.2% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
26,357
shares
|
$914,587
0.0% of portfolio
|
Q1 2025
Reduced 91.15%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
26,198
shares
|
$909,070
0.32% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
25,987
shares
|
$901,748
0.19% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,940
shares
|
$900,118
0.03% of portfolio
|
Q3 2023
Added 204.28%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
25,834
shares
|
$896,439
0.35% of portfolio
|
Q1 2025
Added 4.04%
|