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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
8,128
shares
|
$247,172
0.02% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
8,041
shares
|
$244,526
0.06% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,925
shares
|
$240,999
0.0% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
7,924
shares
|
$240,968
0.01% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
7,776
shares
|
$236,468
0.05% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,743
shares
|
$235,464
0.0% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
7,700
shares
|
$234,157
0.01% of portfolio
|
Q1 2024
Added 83.33%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
7,665
shares
|
$233,092
0.01% of portfolio
|
Q1 2023
Reduced 16.96%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
7,621
shares
|
$231,754
0.13% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
7,368
shares
|
$224,060
0.12% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,276
shares
|
$221,263
0.18% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
7,262
shares
|
$220,837
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
7,200
shares
|
$218,952
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
7,116
shares
|
$216,397
0.09% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
7,001
shares
|
$212,900
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
6,928
shares
|
$210,680
0.01% of portfolio
|
Q4 2024
Reduced 40.23%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
6,887
shares
|
$209,433
0.03% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
6,788
shares
|
$206,423
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
6,772
shares
|
$205,936
0.0% of portfolio
|
Q3 2024
Reduced 91.86%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
6,448
shares
|
$196,083
0.0% of portfolio
|
Q3 2024
Added 141.95%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
6,358
shares
|
$193,346
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,341
shares
|
$192,829
0.0% of portfolio
|
Q3 2024
Added 46.99%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,621
shares
|
$170,934
0.14% of portfolio
|
Q3 2024
Reduced 14.95%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
5,268
shares
|
$160,199
0.01% of portfolio
|
Q2 2024
Reduced 10.48%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
5,024
shares
|
$152,779
0.06% of portfolio
|
Q2 2024
Added 106.16%
|