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 |
|---|---|---|---|---|---|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
16,571
shares
|
$575,013
0.1% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
16,545
shares
|
$574,111
0.44% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
16,508
shares
|
$572,827
0.17% of portfolio
|
Q1 2025
Added 67.1%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
16,420
shares
|
$569,774
0.16% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
16,237
shares
|
$563,423
0.5% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
16,076
shares
|
$557,837
0.05% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
16,069
shares
|
$557,594
0.26% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
15,981
shares
|
$554,540
0.17% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
15,883
shares
|
$551,140
0.17% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
15,850
shares
|
$549,995
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
15,636
shares
|
$542,569
0.21% of portfolio
|
Q1 2025
Added 68.93%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
15,611
shares
|
$541,701
0.11% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
15,450
shares
|
$536,115
0.39% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
15,400
shares
|
$534,380
0.02% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
15,382
shares
|
$533,755
0.33% of portfolio
|
Q1 2025
Reduced 24.17%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
15,295
shares
|
$530,736
0.08% of portfolio
|
Q1 2025
Added 29.29%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
15,169
shares
|
$526,364
0.09% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
14,980
shares
|
$519,806
0.14% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
14,891
shares
|
$516,717
0.1% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
14,537
shares
|
$504,433
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
14,523
shares
|
$503,948
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
14,433
shares
|
$500,825
0.33% of portfolio
|
Q1 2025
Reduced 29.52%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
14,335
shares
|
$497,424
0.24% of portfolio
|
Q1 2025
Added 24.04%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
14,301
shares
|
$496,244
0.14% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
14,289
shares
|
$495,828
0.03% of portfolio
|
Q1 2025
New holding
|