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 682 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $9.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
16,571
shares
|
$609,481
0.07% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
16,420
shares
|
$603,927
0.16% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
16,405
shares
|
$603,375
0.25% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
16,390
shares
|
$602,824
0.42% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
16,270
shares
|
$598,410
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
16,237
shares
|
$597,196
0.5% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
16,189
shares
|
$595,431
0.43% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
16,176
shares
|
$594,953
0.05% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
16,071
shares
|
$591,091
0.16% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
15,977
shares
|
$587,634
0.01% of portfolio
|
Q2 2025
Added 41.55%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
15,883
shares
|
$584,176
0.17% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
15,850
shares
|
$582,963
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
15,413
shares
|
$566,890
0.11% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
15,212
shares
|
$559,497
0.01% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
15,123
shares
|
$556,223
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
14,980
shares
|
$550,964
0.14% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
14,947
shares
|
$549,750
0.12% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
14,038
shares
|
$516,317
0.04% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
13,962
shares
|
$513,522
0.13% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
13,955
shares
|
$513,264
0.14% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
13,830
shares
|
$508,667
0.05% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
13,826
shares
|
$508,520
0.04% of portfolio
|
Q2 2025
Added 28.91%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 03, 2025 Q3 2025 |
13,628
shares
|
$501,237
0.19% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
13,485
shares
|
$495,978
0.23% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
13,377
shares
|
$492,006
0.01% of portfolio
|
Q2 2025
Added 92.72%
|