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 544 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $5.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
40,056
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
39,320
shares
|
$1.2 Million
1.13% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
38,972
shares
|
$1.19 Million
1.27% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
38,664
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
38,557
shares
|
$1.17 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
38,037
shares
|
$1.16 Million
0.27% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
37,810
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2024
Added 181.47%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
37,301
shares
|
$1.13 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
37,215
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
37,054
shares
|
$1.13 Million
0.81% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
36,543
shares
|
$1.11 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
36,168
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2024
Added 31.28%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
35,910
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
35,569
shares
|
$1.08 Million
0.11% of portfolio
|
Q1 2024
Added 80.35%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
35,464
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
34,787
shares
|
$1.06 Million
0.89% of portfolio
|
Q4 2024
Reduced 43.78%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
34,345
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
34,288
shares
|
$1.04 Million
0.22% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
33,990
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
33,799
shares
|
$1.03 Million
0.8% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
33,428
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
33,396
shares
|
$1.02 Million
0.65% of portfolio
|
Q3 2023
Added 13.35%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
33,304
shares
|
$1.01 Million
0.58% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
32,435
shares
|
$986,348
0.31% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
32,221
shares
|
$979,840
0.63% of portfolio
|
Q3 2024
New holding
|