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 |
|---|---|---|---|---|---|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
13,352
shares
|
$406,034
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
13,315
shares
|
$404,909
0.26% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
12,885
shares
|
$391,832
0.09% of portfolio
|
Q3 2024
Added 61.41%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
12,682
shares
|
$385,659
0.08% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,628
shares
|
$384,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
12,595
shares
|
$383,013
0.12% of portfolio
|
Q3 2024
Added 37.56%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
12,578
shares
|
$382,496
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
12,578
shares
|
$382,496
0.04% of portfolio
|
Q2 2024
Reduced 15.5%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
12,008
shares
|
$365,163
0.24% of portfolio
|
Q3 2024
Reduced 54.49%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
11,830
shares
|
$359,750
0.06% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
11,598
shares
|
$352,695
0.07% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
11,598
shares
|
$352,695
0.26% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
11,557
shares
|
$351,448
0.16% of portfolio
|
Q4 2024
Reduced 19.25%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
11,553
shares
|
$351,326
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,411
shares
|
$347,008
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
11,225
shares
|
$341,352
0.11% of portfolio
|
Q4 2024
Reduced 32.38%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,222
shares
|
$341,261
0.0% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
11,192
shares
|
$340,348
0.06% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
11,045
shares
|
$335,878
0.15% of portfolio
|
Q4 2023
Added 0.91%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,718
shares
|
$325,934
0.02% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
10,569
shares
|
$321,403
0.12% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
10,532
shares
|
$320,278
0.44% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
10,485
shares
|
$318,848
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
10,409
shares
|
$316,537
0.13% of portfolio
|
Q1 2024
Reduced 32.1%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
10,391
shares
|
$315,990
0.04% of portfolio
|
Q3 2024
New holding
|