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 |
|---|---|---|---|---|---|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
14,111
shares
|
$489,651
0.23% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
14,038
shares
|
$487,118
0.04% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
13,923
shares
|
$483,128
0.22% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
13,628
shares
|
$472,891
0.19% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
13,548
shares
|
$470,115
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
13,540
shares
|
$469,838
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
13,352
shares
|
$463,314
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
13,209
shares
|
$458,352
0.0% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
13,163
shares
|
$456,756
0.25% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
13,138
shares
|
$455,888
0.22% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
12,939
shares
|
$448,983
0.01% of portfolio
|
Q1 2025
Reduced 27.87%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
12,795
shares
|
$443,986
0.32% of portfolio
|
Q1 2025
Added 113.89%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
12,682
shares
|
$440,065
0.08% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
12,578
shares
|
$436,456
0.04% of portfolio
|
Q2 2024
Reduced 15.5%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
12,381
shares
|
$429,620
0.29% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
12,250
shares
|
$425,075
0.05% of portfolio
|
Q1 2025
Added 247.03%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
12,000
shares
|
$416,400
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
11,983
shares
|
$415,810
0.11% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
11,528
shares
|
$400,021
0.2% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
11,423
shares
|
$396,378
0.08% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
11,414
shares
|
$396,065
0.09% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
11,287
shares
|
$391,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
11,222
shares
|
$389,403
0.02% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
11,197
shares
|
$388,535
0.12% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
11,192
shares
|
$388,362
0.06% of portfolio
|
Q3 2024
Reduced 0.21%
|