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 520 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
9,273
shares
|
$295,530
0.01% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jul 10, 2024 Q2 2024 |
9,208
shares
|
$293,458
0.45% of portfolio
|
Q2 2023
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
9,165
shares
|
$292,088
0.07% of portfolio
|
Q1 2024
Added 29.07%
|
|
Walter & Keenan Wealth Management LLC
|
Jul 15, 2024 Q2 2024 |
9,156
shares
|
$291,801
0.09% of portfolio
|
Q2 2024
Added 18.8%
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 26, 2024 Q2 2024 |
9,066
shares
|
$288,933
0.06% of portfolio
|
Q2 2024
New holding
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
8,978
shares
|
$286,128
0.02% of portfolio
|
Q2 2024
Reduced 97.76%
|
|
Rs Crum Inc.
|
Aug 08, 2024 Q2 2024 |
8,958
shares
|
$285,491
0.07% of portfolio
|
Q2 2024
Reduced 13.51%
|
|
Washington Trust Advisors, Inc.
|
Jul 25, 2024 Q2 2024 |
8,694
shares
|
$277,077
0.02% of portfolio
|
Q2 2024
Added 1398.97%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2024 Q2 2024 |
8,653
shares
|
$275,771
0.0% of portfolio
|
Q2 2024
New holding
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,586
shares
|
$273,635
0.02% of portfolio
|
Q4 2022
Reduced 84.76%
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
8,405
shares
|
$267,867
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
8,319
shares
|
$265,126
0.0% of portfolio
|
Q2 2024
Added 2.04%
|
|
Wealth Architects, LLC
|
Aug 08, 2024 Q2 2024 |
8,290
shares
|
$264,202
0.03% of portfolio
|
Q2 2024
New holding
|
|
Satovsky Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
8,005
shares
|
$255,119
0.06% of portfolio
|
Q2 2024
Added 1.28%
|
|
Warwick Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
7,997
shares
|
$254,864
0.06% of portfolio
|
Q2 2024
New holding
|
|
Studio Investment Management LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
7,983
shares
|
$254,418
0.05% of portfolio
|
Q2 2024
Added 39.2%
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 12, 2024 Q2 2024 |
7,948
shares
|
$253,302
0.22% of portfolio
|
Q2 2024
New holding
|
|
Dixon Fnancial Services, Inc.
|
Jul 16, 2024 Q2 2024 |
7,942
shares
|
$253,111
0.13% of portfolio
|
Q2 2024
Added 11.23%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2024 Q2 2024 |
7,857
shares
|
$250,402
0.11% of portfolio
|
Q2 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
7,856
shares
|
$250,370
0.0% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
7,752
shares
|
$247,056
0.04% of portfolio
|
Q2 2024
New holding
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
7,725
shares
|
$246,195
0.03% of portfolio
|
Q1 2023
New holding
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
7,700
shares
|
$245,399
0.01% of portfolio
|
Q1 2024
Added 83.33%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 06, 2024 Q2 2024 |
7,665
shares
|
$244,283
0.01% of portfolio
|
Q1 2023
Reduced 16.96%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
7,663
shares
|
$244,219
0.01% of portfolio
|
Q2 2024
Added 2.16%
|