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 681 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $9.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,337
shares
|
$47,570
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,120
shares
|
$39,849
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
921
shares
|
$32,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
833
shares
|
$29,638
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
730
shares
|
$25,973
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
699
shares
|
$24,870
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
662
shares
|
$23,553
0.0% of portfolio
|
Q3 2024
Reduced 30.02%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
598
shares
|
$21,276
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
467
shares
|
$16,615
0.0% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
430
shares
|
$15,299
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
410
shares
|
$14,587
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
393
shares
|
$13,982
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
386
shares
|
$13,733
0.01% of portfolio
|
Q1 2023
Added 16.62%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
361
shares
|
$12,844
0.0% of portfolio
|
Q2 2025
Reduced 92.17%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
340
shares
|
$12,097
0.0% of portfolio
|
Q4 2023
Reduced 98.63%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
249
shares
|
$8,859
0.0% of portfolio
|
Q4 2024
Reduced 22.91%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
206
shares
|
$7,329
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$7,116
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
170
shares
|
$6,048
0.0% of portfolio
|
Q2 2025
Reduced 77.03%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
144
shares
|
$5,123
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
134
shares
|
$4,767
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
129
shares
|
$4,589
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
85
shares
|
$3,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
52
shares
|
$1,850
0.0% of portfolio
|
Q2 2025
Reduced 98.31%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
46
shares
|
$1,636
0.0% of portfolio
|
Q2 2025
Added 2.22%
|