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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
11,017
shares
|
$370,281
0.0% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
10,730
shares
|
$360,635
0.13% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
10,725
shares
|
$360,467
0.03% of portfolio
|
Q1 2025
Added 23.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,722
shares
|
$360,366
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
10,711
shares
|
$359,996
0.32% of portfolio
|
Q1 2025
Added 24.17%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
10,485
shares
|
$352,400
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
10,275
shares
|
$345,342
0.43% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
10,250
shares
|
$344,502
0.12% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
10,151
shares
|
$341,175
0.01% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
10,115
shares
|
$339,965
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
9,643
shares
|
$324,101
0.17% of portfolio
|
Q1 2025
Reduced 19.07%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9,345
shares
|
$314,085
0.07% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
9,292
shares
|
$312,304
0.08% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
9,231
shares
|
$310,253
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
9,185
shares
|
$308,707
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,155
shares
|
$307,699
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
9,030
shares
|
$303,498
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,880
shares
|
$298,456
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
8,725
shares
|
$293,247
0.27% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
8,700
shares
|
$292,407
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,586
shares
|
$288,575
0.02% of portfolio
|
Q4 2022
Reduced 84.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
8,556
shares
|
$287,567
0.01% of portfolio
|
Q1 2025
Reduced 71.09%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
8,505
shares
|
$285,853
0.14% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
8,442
shares
|
$283,735
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
8,437
shares
|
$283,567
0.03% of portfolio
|
Q4 2024
Added 8.5%
|