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 629 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 $7.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
32,285,828
shares
|
$1.04 Billion
6.3% of portfolio
|
Q4 2024
Added 6240.85%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,432,811
shares
|
$241 Million
0.08% of portfolio
|
Q1 2025
Added 24.16%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
6,671,198
shares
|
$216 Million
25.84% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,995,190
shares
|
$194 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
5,709,320
shares
|
$185 Million
18.44% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
4,195,265
shares
|
$136 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
4,126,118
shares
|
$134 Million
1.5% of portfolio
|
Q4 2024
Added 54.8%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,927,653
shares
|
$127 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
3,652,694
shares
|
$118 Million
16.37% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,636,907
shares
|
$118 Million
0.02% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
3,302,605
shares
|
$107 Million
10.99% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,164,458
shares
|
$102 Million
0.02% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,905,093
shares
|
$94 Million
1.96% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,523,946
shares
|
$81.7 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,517,712
shares
|
$81.5 Million
1.14% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,436,602
shares
|
$78.8 Million
0.12% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,136,108
shares
|
$69.1 Million
0.63% of portfolio
|
Q4 2024
Added 17.59%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
2,135,068
shares
|
$69.1 Million
11.87% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
2,063,745
shares
|
$66.8 Million
10.2% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,857,233
shares
|
$60.1 Million
5.41% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,851,346
shares
|
$59.9 Million
0.32% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
1,842,807
shares
|
$59.6 Million
1.5% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,842,584
shares
|
$59.6 Million
0.5% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,815,008
shares
|
$58.7 Million
1.55% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
1,660,969
shares
|
$53.7 Million
2.8% of portfolio
|
Q1 2025
Added 5.98%
|