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 539 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $5.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
87,067
shares
|
$2.52 Million
0.09% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
85,185
shares
|
$2.47 Million
0.27% of portfolio
|
Q3 2024
Reduced 22.94%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
85,001
shares
|
$2.46 Million
0.36% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
84,947
shares
|
$2.46 Million
0.29% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
84,232
shares
|
$2.44 Million
2.0% of portfolio
|
Q3 2024
Added 26.57%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
82,971
shares
|
$2.4 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
80,823
shares
|
$2.34 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
79,468
shares
|
$2.3 Million
0.17% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
79,394
shares
|
$2.3 Million
0.16% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
77,574
shares
|
$2.25 Million
2.19% of portfolio
|
Q3 2024
Added 130.48%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
75,291
shares
|
$2.18 Million
0.83% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
73,740
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
73,173
shares
|
$2.12 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
72,768
shares
|
$2.11 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
71,270
shares
|
$2.06 Million
0.89% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
70,294
shares
|
$2.04 Million
1.56% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
69,905
shares
|
$2.02 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
69,113
shares
|
$2 Million
0.09% of portfolio
|
Q3 2024
Added 274.37%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
68,943
shares
|
$2 Million
1.86% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
68,125
shares
|
$1.97 Million
1.29% of portfolio
|
Q2 2024
Added 12.34%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
67,928
shares
|
$1.97 Million
1.08% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
67,908
shares
|
$1.97 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
66,631
shares
|
$1.93 Million
0.36% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
65,576
shares
|
$1.9 Million
0.99% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
64,176
shares
|
$1.86 Million
0.81% of portfolio
|
Q3 2024
Added 142.59%
|