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 520 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baker Boyer National Bank
|
Aug 06, 2024 Q2 2024 |
166,755
shares
|
$5.31 Million
1.73% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 12, 2024 Q2 2024 |
165,027
shares
|
$5.26 Million
1.18% of portfolio
|
Q2 2024
Added 8.52%
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 18, 2024 Q2 2024 |
163,860
shares
|
$5.22 Million
3.29% of portfolio
|
Q2 2024
Added 4.12%
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 12, 2024 Q2 2024 |
161,996
shares
|
$5.16 Million
3.71% of portfolio
|
Q2 2024
Added 9.56%
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
161,613
shares
|
$5.15 Million
3.37% of portfolio
|
Q1 2024
Added 5.37%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 31, 2024 Q2 2024 |
159,274
shares
|
$5.08 Million
1.29% of portfolio
|
Q2 2024
Added 6.62%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
159,204
shares
|
$5.07 Million
0.14% of portfolio
|
Q2 2024
Added 239.16%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jul 24, 2024 Q2 2024 |
159,140
shares
|
$5.07 Million
0.8% of portfolio
|
Q2 2024
Added 4.5%
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 11, 2024 Q2 2024 |
157,848
shares
|
$5.03 Million
2.51% of portfolio
|
Q2 2024
Added 2.49%
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
155,000
shares
|
$4.94 Million
0.27% of portfolio
|
Q4 2023
Reduced 6.06%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
152,833
shares
|
$4.87 Million
0.06% of portfolio
|
Q2 2024
Added 1.51%
|
|
Market Street Wealth Management Advisors LLC
|
Jul 29, 2024 Q2 2024 |
152,567
shares
|
$4.86 Million
0.87% of portfolio
|
Q2 2024
Added 1.68%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
152,175
shares
|
$4.85 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
Bay Harbor Wealth Management, LLC
|
Jul 24, 2024 Q2 2024 |
150,961
shares
|
$4.81 Million
1.58% of portfolio
|
Q2 2024
Added 29.94%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
150,749
shares
|
$4.8 Million
3.37% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 07, 2024 Q2 2024 |
150,702
shares
|
$4.8 Million
0.99% of portfolio
|
Q2 2024
Added 7.54%
|
|
Northwest Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
150,074
shares
|
$4.78 Million
1.17% of portfolio
|
Q2 2024
Added 25.31%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
149,379
shares
|
$4.76 Million
0.06% of portfolio
|
Q2 2024
Added 4.81%
|
|
Cahill Wealth Management, LLC
Portage, MI |
Aug 13, 2024 Q2 2024 |
149,227
shares
|
$4.76 Million
2.64% of portfolio
|
Q2 2024
Added 19.51%
|
|
Hemington Wealth Management
|
Aug 01, 2024 Q2 2024 |
148,906
shares
|
$4.75 Million
1.49% of portfolio
|
Q2 2024
Added 138.45%
|
|
Cx Institutional
|
Jul 11, 2024 Q2 2024 |
145,789
shares
|
$4.65 Million
0.2% of portfolio
|
Q2 2024
Added 2.87%
|
|
E Rn Financial, LLC
|
Jul 18, 2024 Q2 2024 |
145,390
shares
|
$4.63 Million
0.72% of portfolio
|
Q2 2024
Reduced 16.65%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
145,034
shares
|
$4.62 Million
0.65% of portfolio
|
Q2 2024
Added 1.76%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
140,494
shares
|
$4.48 Million
0.34% of portfolio
|
Q2 2024
Added 0.62%
|
|
Sol Capital Management CO
|
Jul 23, 2024 Q2 2024 |
138,300
shares
|
$4.41 Million
0.49% of portfolio
|
Q2 2024
Reduced 2.14%
|