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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
9,040
shares
|
$261,798
0.02% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
9,030
shares
|
$261,508
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
8,944
shares
|
$259,018
0.03% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
8,845
shares
|
$256,151
0.01% of portfolio
|
Q3 2024
Added 24.58%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
8,784
shares
|
$254,384
0.15% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
8,694
shares
|
$251,778
0.02% of portfolio
|
Q2 2024
Added 1398.97%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,586
shares
|
$248,650
0.02% of portfolio
|
Q4 2022
Reduced 84.76%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
8,438
shares
|
$244,364
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8,405
shares
|
$243,408
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,319
shares
|
$240,918
0.0% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
8,128
shares
|
$235,386
0.01% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
8,041
shares
|
$232,867
0.06% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
8,040
shares
|
$232,838
0.11% of portfolio
|
Q3 2024
Added 67.26%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
7,924
shares
|
$229,479
0.01% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
7,891
shares
|
$228,523
0.11% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
7,776
shares
|
$225,192
0.05% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,743
shares
|
$224,237
0.0% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
7,700
shares
|
$222,992
0.01% of portfolio
|
Q1 2024
Added 83.33%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
7,665
shares
|
$221,978
0.01% of portfolio
|
Q1 2023
Reduced 16.96%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
7,621
shares
|
$220,704
0.13% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
7,473
shares
|
$216,418
0.2% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
7,368
shares
|
$213,377
0.12% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,276
shares
|
$210,712
0.18% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
7,262
shares
|
$210,307
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
7,200
shares
|
$208,512
0.02% of portfolio
|
Q4 2023
New holding
|