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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
435,033
shares
|
$14.7 Million
0.03% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
424,694
shares
|
$14.4 Million
0.64% of portfolio
|
Q3 2022
Added 40.43%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
420,290
shares
|
$14.2 Million
7.79% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
417,704
shares
|
$14.1 Million
7.91% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
409,309
shares
|
$13.8 Million
0.01% of portfolio
|
Q1 2025
Added 18.74%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
405,527
shares
|
$13.7 Million
9.35% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
400,544
shares
|
$13.5 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
399,619
shares
|
$13.5 Million
6.36% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
397,289
shares
|
$13.4 Million
9.4% of portfolio
|
Q1 2025
Added 22.23%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
394,544
shares
|
$13.3 Million
3.75% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
388,292
shares
|
$13.1 Million
5.34% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
386,736
shares
|
$13.1 Million
0.18% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
386,436
shares
|
$13.1 Million
1.15% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
386,058
shares
|
$13 Million
1.55% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
383,933
shares
|
$13 Million
5.58% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
383,233
shares
|
$13 Million
5.28% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
381,552
shares
|
$12.9 Million
2.88% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
379,989
shares
|
$12.8 Million
8.78% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
376,051
shares
|
$12.7 Million
0.01% of portfolio
|
Q1 2025
Added 68.45%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
May 12, 2025 Q1 2025 |
359,766
shares
|
$12.2 Million
8.66% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
359,175
shares
|
$12.1 Million
3.62% of portfolio
|
Q1 2025
Reduced 25.29%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
358,256
shares
|
$12.1 Million
6.48% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
352,126
shares
|
$11.9 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
347,068
shares
|
$11.7 Million
3.98% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
346,122
shares
|
$11.7 Million
9.0% of portfolio
|
Q1 2025
Added 6.32%
|