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 |
|---|---|---|---|---|---|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
920,663
shares
|
$26.7 Million
13.95% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
885,112
shares
|
$25.6 Million
1.1% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
883,624
shares
|
$25.6 Million
6.66% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
880,385
shares
|
$25.5 Million
4.51% of portfolio
|
Q3 2024
Added 608.87%
|
|
|
Chico Wealth Ria
|
Oct 23, 2024 Q3 2024 |
858,585
shares
|
$24.9 Million
23.58% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
852,115
shares
|
$24.7 Million
5.71% of portfolio
|
Q3 2024
Added 79.5%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
849,950
shares
|
$24.6 Million
2.45% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
837,896
shares
|
$24.3 Million
16.0% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
816,466
shares
|
$23.6 Million
0.26% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
767,379
shares
|
$22.2 Million
0.03% of portfolio
|
Q3 2024
Added 61.89%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
761,399
shares
|
$22.1 Million
0.39% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
752,178
shares
|
$21.8 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
751,673
shares
|
$21.8 Million
0.01% of portfolio
|
Q3 2024
Added 124.42%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2024 Q3 2024 |
741,753
shares
|
$21.5 Million
1.79% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
740,965
shares
|
$21.5 Million
2.13% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
736,419
shares
|
$21.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
718,249
shares
|
$20.8 Million
0.84% of portfolio
|
Q3 2024
Added 107.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
716,982
shares
|
$20.8 Million
0.62% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
700,443
shares
|
$20.3 Million
1.27% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
691,973
shares
|
$20 Million
0.5% of portfolio
|
Q3 2024
Added 19.13%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
691,940
shares
|
$20 Million
3.08% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
676,218
shares
|
$19.6 Million
12.75% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
670,191
shares
|
$19.4 Million
0.08% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
665,024
shares
|
$19.3 Million
7.88% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
655,177
shares
|
$19 Million
3.79% of portfolio
|
Q3 2024
Added 1.31%
|