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 $7.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
154,898
shares
|
$4.95 Million
0.95% of portfolio
|
Q4 2024
Added 32.47%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
153,826
shares
|
$4.91 Million
3.25% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
153,004
shares
|
$4.89 Million
0.05% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
151,709
shares
|
$4.85 Million
0.17% of portfolio
|
Q4 2024
Added 119.51%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
149,909
shares
|
$4.79 Million
0.39% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
148,495
shares
|
$4.74 Million
0.62% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
147,708
shares
|
$4.72 Million
1.99% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
147,255
shares
|
$4.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.92%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
147,181
shares
|
$4.7 Million
3.83% of portfolio
|
Q4 2024
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
145,554
shares
|
$4.65 Million
0.78% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
143,986
shares
|
$4.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
143,818
shares
|
$4.59 Million
2.54% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
141,031
shares
|
$4.51 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
139,527
shares
|
$4.46 Million
2.78% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
139,509
shares
|
$4.46 Million
1.56% of portfolio
|
Q4 2024
Added 117.39%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Feb 13, 2025 Q4 2024 |
139,139
shares
|
$4.45 Million
3.47% of portfolio
|
Q4 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
138,362
shares
|
$4.42 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
135,335
shares
|
$4.32 Million
0.62% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
135,083
shares
|
$4.32 Million
2.24% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
134,687
shares
|
$4.3 Million
0.38% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
134,314
shares
|
$4.29 Million
1.15% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
133,589
shares
|
$4.27 Million
0.14% of portfolio
|
Q4 2024
Added 324.16%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
131,364
shares
|
$4.2 Million
0.25% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
130,460
shares
|
$4.17 Million
3.26% of portfolio
|
Q4 2024
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
128,194
shares
|
$4.1 Million
2.79% of portfolio
|
Q4 2024
Added 2.82%
|