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 608 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 $7.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
319,376
shares
|
$10.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
316,150
shares
|
$10.2 Million
9.65% of portfolio
|
Q4 2024
New holding
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Mar 07, 2025 Q4 2024 |
307,217
shares
|
$9.95 Million
7.42% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
297,830
shares
|
$9.65 Million
0.02% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
295,924
shares
|
$9.59 Million
7.41% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,714
shares
|
$9.58 Million
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
282,649
shares
|
$9.16 Million
0.32% of portfolio
|
Q4 2024
Added 46.88%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
282,395
shares
|
$9.15 Million
1.96% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
278,503
shares
|
$9.02 Million
4.35% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
277,807
shares
|
$9 Million
2.27% of portfolio
|
Q1 2024
Reduced 23.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
277,156
shares
|
$8.98 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
276,292
shares
|
$8.95 Million
0.1% of portfolio
|
Q4 2024
Added 77.61%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
275,130
shares
|
$8.91 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Mar 07, 2025 Q4 2024 |
273,343
shares
|
$8.86 Million
5.4% of portfolio
|
Q4 2024
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
270,917
shares
|
$8.78 Million
4.76% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Henry Capital, LLC
|
Jan 21, 2025 Q4 2024 |
268,534
shares
|
$8.7 Million
5.61% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
266,239
shares
|
$8.63 Million
3.8% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
256,663
shares
|
$8.32 Million
4.44% of portfolio
|
Q4 2024
Added 53.97%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
256,636
shares
|
$8.32 Million
2.78% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
254,923
shares
|
$8.26 Million
4.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Mar 06, 2025 Q4 2024 |
253,147
shares
|
$8.2 Million
6.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
251,890
shares
|
$8.16 Million
0.51% of portfolio
|
Q3 2022
Added 26.98%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
249,450
shares
|
$8.08 Million
7.31% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
248,361
shares
|
$8.05 Million
0.24% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
248,054
shares
|
$8.04 Million
4.04% of portfolio
|
Q4 2024
Added 4.81%
|