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 602 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $7.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
730
shares
|
$22,746
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
662
shares
|
$20,627
0.0% of portfolio
|
Q3 2024
Reduced 30.02%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
656
shares
|
$20,440
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
598
shares
|
$18,633
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
528
shares
|
$16,452
0.0% of portfolio
|
Q2 2023
Reduced 0.19%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
410
shares
|
$12,775
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
386
shares
|
$12,027
0.01% of portfolio
|
Q1 2023
Added 16.62%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
340
shares
|
$10,594
0.0% of portfolio
|
Q4 2023
Reduced 98.63%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
257
shares
|
$8,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
249
shares
|
$7,758
0.0% of portfolio
|
Q4 2024
Reduced 22.91%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
231
shares
|
$7,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
206
shares
|
$6,418
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$6,232
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
173
shares
|
$5,390
0.0% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
158
shares
|
$4,923
0.0% of portfolio
|
Q4 2024
Reduced 67.69%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
134
shares
|
$4,175
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
85
shares
|
$2,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
80
shares
|
$2,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
45
shares
|
$1,402
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
31
shares
|
$965
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
25
shares
|
$779
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
9
shares
|
$280
0.0% of portfolio
|
Q2 2023
Reduced 79.07%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3
shares
|
$93
0.01% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1
shares
|
$31
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|