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 549 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $5.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
14,379
shares
|
$437,265
0.16% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
14,091
shares
|
$428,507
0.21% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
14,011
shares
|
$426,074
0.09% of portfolio
|
Q4 2024
Added 66.05%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
13,943
shares
|
$424,006
0.22% of portfolio
|
Q4 2024
Reduced 20.26%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
13,733
shares
|
$417,620
0.23% of portfolio
|
Q4 2024
Reduced 88.08%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,557
shares
|
$412,268
0.12% of portfolio
|
Q4 2024
Added 17.85%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
13,413
shares
|
$407,889
0.17% of portfolio
|
Q4 2024
Added 69.98%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
13,352
shares
|
$406,034
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
13,315
shares
|
$404,909
0.26% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
12,885
shares
|
$391,832
0.09% of portfolio
|
Q3 2024
Added 61.41%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
12,877
shares
|
$391,589
0.12% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
12,682
shares
|
$385,659
0.08% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,628
shares
|
$384,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
12,578
shares
|
$382,496
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
12,578
shares
|
$382,496
0.04% of portfolio
|
Q2 2024
Reduced 15.5%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
12,008
shares
|
$365,163
0.24% of portfolio
|
Q3 2024
Reduced 54.49%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
11,915
shares
|
$362,335
0.21% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
11,830
shares
|
$359,750
0.06% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
11,784
shares
|
$358,351
0.03% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
11,743
shares
|
$357,104
0.23% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
11,598
shares
|
$352,695
0.07% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
11,557
shares
|
$351,448
0.16% of portfolio
|
Q4 2024
Reduced 19.25%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
11,553
shares
|
$351,326
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,411
shares
|
$347,008
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
11,225
shares
|
$341,352
0.11% of portfolio
|
Q4 2024
Reduced 32.38%
|