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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
340
shares
|
$11,491
0.0% of portfolio
|
Q4 2023
Reduced 98.63%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
249
shares
|
$8,416
0.0% of portfolio
|
Q4 2024
Reduced 22.91%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
226
shares
|
$7,638
3.99% of portfolio
|
Q1 2025
Reduced 99.91%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
206
shares
|
$6,962
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$6,759
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
173
shares
|
$5,847
0.0% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
134
shares
|
$4,529
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
128
shares
|
$4,326
0.0% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
85
shares
|
$2,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
80
shares
|
$2,704
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
45
shares
|
$1,520
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
32
shares
|
$1,081
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
31
shares
|
$1,047
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
25
shares
|
$844
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
9
shares
|
$304
0.0% of portfolio
|
Q2 2023
Reduced 79.07%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1
shares
|
$33
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|