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 |
|---|---|---|---|---|---|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,700
shares
|
$507,847
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
16,589
shares
|
$504,471
0.45% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
16,495
shares
|
$501,612
0.31% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
16,442
shares
|
$500,001
0.09% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
16,130
shares
|
$490,513
0.03% of portfolio
|
Q3 2024
Added 32.5%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
16,109
shares
|
$489,874
0.13% of portfolio
|
Q1 2024
Reduced 4.66%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
16,092
shares
|
$489,357
0.17% of portfolio
|
Q4 2022
Reduced 40.69%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
16,052
shares
|
$488,141
0.05% of portfolio
|
Q4 2024
Added 71.18%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
16,048
shares
|
$488,019
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
15,948
shares
|
$484,978
0.26% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
15,921
shares
|
$484,157
0.19% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
15,850
shares
|
$481,998
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,798
shares
|
$480,417
0.01% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
15,450
shares
|
$469,834
0.36% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
15,061
shares
|
$458,005
0.23% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
14,537
shares
|
$442,070
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
14,459
shares
|
$439,698
0.16% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
14,379
shares
|
$437,265
0.16% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
14,316
shares
|
$435,349
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
14,091
shares
|
$428,507
0.21% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
14,011
shares
|
$426,074
0.09% of portfolio
|
Q4 2024
Added 66.05%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
13,943
shares
|
$424,006
0.22% of portfolio
|
Q4 2024
Reduced 20.26%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
13,749
shares
|
$418,107
0.13% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,557
shares
|
$412,268
0.12% of portfolio
|
Q4 2024
Added 17.85%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
13,362
shares
|
$406,338
0.26% of portfolio
|
Q3 2024
Reduced 18.63%
|