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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
25,727
shares
|
$892,726
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
25,579
shares
|
$887,591
0.0% of portfolio
|
Q1 2025
Reduced 89.02%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
25,443
shares
|
$882,872
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
25,371
shares
|
$880,373
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
25,358
shares
|
$879,922
0.11% of portfolio
|
Q1 2025
Added 202.96%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
24,992
shares
|
$867,222
0.27% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
24,775
shares
|
$859,692
0.15% of portfolio
|
Q4 2024
Reduced 27.74%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
24,004
shares
|
$832,938
0.68% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
23,997
shares
|
$832,695
0.35% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
23,911
shares
|
$829,711
0.39% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
23,813
shares
|
$826,311
0.27% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
23,452
shares
|
$813,784
0.51% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
23,366
shares
|
$810,800
0.05% of portfolio
|
Q2 2025
Added 44.86%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
23,343
shares
|
$810,002
0.03% of portfolio
|
Q4 2024
Reduced 19.81%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
23,317
shares
|
$809,099
0.14% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
23,196
shares
|
$804,901
0.18% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
22,804
shares
|
$791,298
0.2% of portfolio
|
Q2 2023
Reduced 2.23%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
22,661
shares
|
$786,336
0.03% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
May 30, 2025 Q1 2025 |
22,524
shares
|
$781,582
0.35% of portfolio
|
Q3 2024
Reduced 20.08%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
21,894
shares
|
$759,721
0.06% of portfolio
|
Q1 2025
Added 16.19%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
21,817
shares
|
$757,049
0.41% of portfolio
|
Q1 2024
Added 19.36%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
21,406
shares
|
$742,788
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
21,398
shares
|
$742,510
0.2% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
21,048
shares
|
$730,365
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
20,918
shares
|
$725,854
0.29% of portfolio
|
Q1 2025
Reduced 0.84%
|