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 |
|---|---|---|---|---|---|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
194,104
shares
|
$6.29 Million
2.02% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
193,782
shares
|
$6.28 Million
0.05% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
187,165
shares
|
$6.06 Million
0.06% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
186,758
shares
|
$6.05 Million
3.7% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
185,971
shares
|
$6.03 Million
3.37% of portfolio
|
Q1 2024
Added 22.61%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
184,791
shares
|
$5.99 Million
3.61% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
182,149
shares
|
$5.9 Million
1.1% of portfolio
|
Q4 2024
Added 17.08%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
178,473
shares
|
$5.78 Million
3.68% of portfolio
|
Q1 2023
Added 19.21%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
177,953
shares
|
$5.77 Million
0.15% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
173,457
shares
|
$5.62 Million
0.77% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
171,831
shares
|
$5.57 Million
2.66% of portfolio
|
Q2 2023
Reduced 9.92%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
169,919
shares
|
$5.51 Million
3.97% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
169,778
shares
|
$5.5 Million
0.0% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
167,646
shares
|
$5.43 Million
2.33% of portfolio
|
Q4 2024
Added 20.98%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
166,755
shares
|
$5.4 Million
1.69% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
165,913
shares
|
$5.38 Million
0.37% of portfolio
|
Q4 2024
Added 17.58%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
163,553
shares
|
$5.3 Million
3.52% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
161,871
shares
|
$5.24 Million
2.32% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
160,759
shares
|
$5.21 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
159,207
shares
|
$5.16 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
159,185
shares
|
$5.16 Million
0.11% of portfolio
|
Q4 2024
Added 14.19%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
156,846
shares
|
$5.08 Million
0.41% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
156,274
shares
|
$5.06 Million
1.51% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
155,000
shares
|
$5.02 Million
0.24% of portfolio
|
Q4 2023
Reduced 6.06%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
154,963
shares
|
$5.02 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.13%
|