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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
268,716
shares
|
$9.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
268,351
shares
|
$9.31 Million
4.72% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
266,013
shares
|
$9.23 Million
4.2% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
263,036
shares
|
$9.13 Million
0.91% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
256,988
shares
|
$8.92 Million
1.84% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
255,600
shares
|
$8.87 Million
5.51% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
254,861
shares
|
$8.84 Million
1.61% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
253,818
shares
|
$8.81 Million
5.78% of portfolio
|
Q1 2025
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
251,890
shares
|
$8.74 Million
0.51% of portfolio
|
Q3 2022
Added 26.98%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
243,871
shares
|
$8.46 Million
2.57% of portfolio
|
Q4 2023
Added 10.87%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
242,755
shares
|
$8.42 Million
2.23% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
237,896
shares
|
$8.25 Million
2.74% of portfolio
|
Q1 2025
Added 70.52%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
236,458
shares
|
$8.21 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
234,035
shares
|
$8.12 Million
7.26% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
233,646
shares
|
$8.11 Million
3.72% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
228,607
shares
|
$7.93 Million
0.31% of portfolio
|
Q1 2025
Reduced 62.38%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
228,603
shares
|
$7.93 Million
3.21% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
228,079
shares
|
$7.91 Million
0.28% of portfolio
|
Q1 2025
Added 50.34%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
227,971
shares
|
$7.91 Million
1.49% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
227,430
shares
|
$7.89 Million
1.96% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
225,476
shares
|
$7.82 Million
0.06% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
223,917
shares
|
$7.77 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
223,795
shares
|
$7.77 Million
2.34% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
223,733
shares
|
$7.76 Million
0.23% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
221,749
shares
|
$7.69 Million
2.18% of portfolio
|
Q2 2025
Reduced 1.77%
|