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 |
|---|---|---|---|---|---|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
751,389
shares
|
$26.1 Million
5.86% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
747,931
shares
|
$26 Million
4.15% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
734,259
shares
|
$25.5 Million
0.08% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
732,665
shares
|
$25.4 Million
13.01% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
719,077
shares
|
$25 Million
2.26% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
717,030
shares
|
$24.9 Million
15.52% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
715,436
shares
|
$24.8 Million
0.13% of portfolio
|
Q1 2025
Added 28.44%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
700,613
shares
|
$24.3 Million
10.78% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
694,793
shares
|
$24.1 Million
13.02% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
684,015
shares
|
$23.7 Million
0.77% of portfolio
|
Q1 2025
Added 62.06%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
681,252
shares
|
$23.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
651,624
shares
|
$22.6 Million
5.94% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
648,925
shares
|
$22.5 Million
0.19% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
643,467
shares
|
$22.3 Million
4.02% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
635,808
shares
|
$22.1 Million
9.65% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
634,025
shares
|
$22 Million
6.2% of portfolio
|
Q3 2023
Added 72.69%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
631,000
shares
|
$21.9 Million
0.69% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
623,971
shares
|
$21.7 Million
14.72% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
605,965
shares
|
$21 Million
0.08% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
591,329
shares
|
$20.5 Million
1.56% of portfolio
|
Q1 2025
Added 8005.95%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
587,203
shares
|
$20.4 Million
2.44% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
587,065
shares
|
$20.4 Million
7.76% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
584,742
shares
|
$20.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
581,196
shares
|
$20.2 Million
5.83% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
574,847
shares
|
$19.9 Million
0.62% of portfolio
|
Q1 2025
Added 2448.65%
|