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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
8,405
shares
|
$282,492
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
8,339
shares
|
$280,273
0.07% of portfolio
|
Q1 2025
Reduced 26.92%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,337
shares
|
$280,206
0.01% of portfolio
|
Q1 2025
Added 338.79%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
8,128
shares
|
$273,182
0.02% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
8,127
shares
|
$273,148
0.06% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
8,089
shares
|
$271,871
0.05% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
7,966
shares
|
$267,737
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,820
shares
|
$262,830
0.0% of portfolio
|
Q1 2025
Reduced 23.76%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,700
shares
|
$258,797
0.01% of portfolio
|
Q1 2024
Added 83.33%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
7,500
shares
|
$252,075
0.0% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,276
shares
|
$244,546
0.18% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
7,262
shares
|
$244,075
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
7,250
shares
|
$243,672
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
7,205
shares
|
$242,160
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
7,200
shares
|
$241,992
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
7,178
shares
|
$241,252
0.08% of portfolio
|
Q1 2025
Reduced 34.21%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
7,034
shares
|
$236,412
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
6,995
shares
|
$235,101
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
6,941
shares
|
$233,287
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
6,820
shares
|
$229,220
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
6,788
shares
|
$228,144
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
6,764
shares
|
$227,338
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
6,688
shares
|
$224,783
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
6,652
shares
|
$223,573
0.16% of portfolio
|
Q1 2025
Added 139.88%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
6,604
shares
|
$221,960
0.03% of portfolio
|
Q1 2025
Reduced 6.06%
|