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 $7.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
20,063
shares
|
$674,317
0.08% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
19,782
shares
|
$664,873
0.05% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
19,635
shares
|
$659,932
0.49% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
19,298
shares
|
$648,605
0.13% of portfolio
|
Q1 2024
Reduced 32.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
19,150
shares
|
$643,631
0.01% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,056
shares
|
$640,472
0.02% of portfolio
|
Q3 2022
Added 12.25%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
19,040
shares
|
$639,934
0.3% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
19,017
shares
|
$639,161
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
19,002
shares
|
$638,657
0.01% of portfolio
|
Q1 2025
Added 158.18%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
18,792
shares
|
$631,599
0.5% of portfolio
|
Q1 2025
Added 33.85%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
18,791
shares
|
$631,565
0.04% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
18,462
shares
|
$620,507
0.02% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
17,854
shares
|
$600,072
0.13% of portfolio
|
Q1 2025
Reduced 30.11%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
17,741
shares
|
$596,275
0.38% of portfolio
|
Q4 2022
Reduced 8.24%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
17,646
shares
|
$593,082
0.26% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
17,598
shares
|
$591,468
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,588
shares
|
$591,132
0.01% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
17,486
shares
|
$587,704
0.1% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
17,266
shares
|
$580,310
0.0% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
17,264
shares
|
$580,243
0.33% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
17,155
shares
|
$576,579
0.47% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
16,700
shares
|
$561,287
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
16,571
shares
|
$556,951
0.1% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
16,545
shares
|
$556,077
0.44% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
16,508
shares
|
$554,833
0.17% of portfolio
|
Q1 2025
Added 67.1%
|