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 |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
2,700
shares
|
$93,690
0.08% of portfolio
|
Q3 2024
Reduced 25.58%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
2,626
shares
|
$91,122
0.06% of portfolio
|
Q1 2025
Reduced 47.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,608
shares
|
$90,497
0.01% of portfolio
|
Q4 2024
Added 13.39%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,417
shares
|
$83,869
0.01% of portfolio
|
Q4 2023
Reduced 15.78%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,350
shares
|
$81,545
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,285
shares
|
$79,289
0.01% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,175
shares
|
$75,472
0.01% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,159
shares
|
$74,917
0.06% of portfolio
|
Q4 2023
Added 0.61%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
2,050
shares
|
$71,135
0.0% of portfolio
|
Q2 2025
Reduced 97.88%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,857
shares
|
$64,437
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,818
shares
|
$63,084
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
1,759
shares
|
$61,037
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,747
shares
|
$60,620
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,486
shares
|
$51,564
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
1,380
shares
|
$47,886
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,366
shares
|
$47,400
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,120
shares
|
$38,864
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
921
shares
|
$31,958
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
872
shares
|
$30,258
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
845
shares
|
$29,321
0.0% of portfolio
|
Q1 2025
Reduced 30.34%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
823
shares
|
$28,558
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
740
shares
|
$25,678
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
730
shares
|
$25,331
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
697
shares
|
$24,185
0.01% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
662
shares
|
$22,971
0.0% of portfolio
|
Q3 2024
Reduced 30.02%
|