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 |
|---|---|---|---|---|---|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
345,262
shares
|
$12 Million
2.41% of portfolio
|
Q4 2023
Added 5.07%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
344,745
shares
|
$12 Million
2.14% of portfolio
|
Q1 2025
Reduced 60.77%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
339,116
shares
|
$11.8 Million
3.89% of portfolio
|
Q1 2025
Added 21.76%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
336,339
shares
|
$11.7 Million
0.91% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
335,113
shares
|
$11.6 Million
1.54% of portfolio
|
Q1 2025
New holding
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
332,103
shares
|
$11.5 Million
10.57% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
325,288
shares
|
$11.3 Million
11.02% of portfolio
|
Q1 2025
Reduced 24.31%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
May 29, 2025 Q1 2025 |
319,302
shares
|
$11.1 Million
5.8% of portfolio
|
Q1 2025
Added 17.86%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
317,654
shares
|
$11 Million
8.1% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
316,668
shares
|
$11 Million
8.01% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
314,830
shares
|
$10.9 Million
7.67% of portfolio
|
Q1 2025
Added 24.37%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
312,190
shares
|
$10.8 Million
3.22% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
312,183
shares
|
$10.8 Million
7.06% of portfolio
|
Q1 2025
Added 90.88%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
310,067
shares
|
$10.8 Million
6.25% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
309,600
shares
|
$10.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,714
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
290,804
shares
|
$10.1 Million
1.43% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
282,170
shares
|
$9.79 Million
7.28% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
279,019
shares
|
$9.68 Million
5.12% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Fort Henry Capital, LLC
|
Apr 22, 2025 Q1 2025 |
278,376
shares
|
$9.66 Million
6.24% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
277,807
shares
|
$9.64 Million
2.21% of portfolio
|
Q1 2024
Reduced 23.11%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
277,475
shares
|
$9.63 Million
8.57% of portfolio
|
Q1 2025
Added 145.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
275,849
shares
|
$9.57 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
272,654
shares
|
$9.46 Million
4.59% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
269,316
shares
|
$9.35 Million
3.09% of portfolio
|
Q1 2025
Added 4.94%
|