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 606 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $7.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
402,779
shares
|
$12.9 Million
3.88% of portfolio
|
Q4 2024
Added 15.07%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
398,364
shares
|
$12.8 Million
6.85% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
396,372
shares
|
$12.7 Million
2.43% of portfolio
|
Q4 2024
Added 18.81%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
394,933
shares
|
$12.6 Million
5.96% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
388,103
shares
|
$12.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 64.53%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
385,106
shares
|
$12.3 Million
5.23% of portfolio
|
Q4 2024
Added 119.78%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
380,970
shares
|
$12.2 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
380,670
shares
|
$12.2 Million
1.06% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
378,789
shares
|
$12.1 Million
2.78% of portfolio
|
Q4 2024
Added 45.2%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
377,791
shares
|
$12.1 Million
8.49% of portfolio
|
Q4 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
371,705
shares
|
$11.9 Million
2.72% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
360,113
shares
|
$11.5 Million
5.12% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
358,696
shares
|
$11.5 Million
1.24% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
358,617
shares
|
$11.5 Million
0.39% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
358,480
shares
|
$11.5 Million
3.39% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
353,269
shares
|
$11.3 Million
8.09% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
345,262
shares
|
$11.1 Million
2.41% of portfolio
|
Q4 2023
Added 5.07%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
344,938
shares
|
$11 Million
1.06% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
344,717
shares
|
$11 Million
0.01% of portfolio
|
Q4 2024
Added 19.52%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
333,658
shares
|
$10.7 Million
0.82% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
331,751
shares
|
$10.6 Million
3.59% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
327,731
shares
|
$10.5 Million
4.63% of portfolio
|
Q4 2024
Added 77.45%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
325,549
shares
|
$10.4 Million
6.93% of portfolio
|
Q4 2024
Added 658.03%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
325,038
shares
|
$10.4 Million
7.47% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
322,008
shares
|
$10.3 Million
4.55% of portfolio
|
Q4 2024
Added 5.55%
|