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 179 Million shares, which have been reported (via 13F filing form) to have a value of $5.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
509,172
shares
|
$14.9 Million
6.67% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 06, 2024 Q3 2024 |
507,975
shares
|
$14.9 Million
11.07% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
502,602
shares
|
$14.7 Million
3.88% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
492,180
shares
|
$14.4 Million
8.66% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
490,097
shares
|
$14.3 Million
0.55% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
486,052
shares
|
$14.2 Million
5.34% of portfolio
|
Q1 2024
Added 3.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
463,376
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2024
Added 19.01%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
462,114
shares
|
$13.5 Million
0.08% of portfolio
|
Q2 2023
Reduced 33.4%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
457,110
shares
|
$13.4 Million
4.35% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
455,338
shares
|
$13.3 Million
0.03% of portfolio
|
Q3 2024
Added 49.36%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
443,783
shares
|
$13 Million
7.98% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
432,553
shares
|
$12.7 Million
3.69% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
424,694
shares
|
$12.4 Million
0.64% of portfolio
|
Q3 2022
Added 40.43%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
412,289
shares
|
$12.1 Million
9.22% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
402,050
shares
|
$11.8 Million
0.43% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
396,207
shares
|
$11.6 Million
0.08% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
393,218
shares
|
$11.5 Million
0.51% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
390,998
shares
|
$11.4 Million
5.52% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
389,742
shares
|
$11.4 Million
6.17% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
385,525
shares
|
$11.3 Million
0.19% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
379,803
shares
|
$11.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
379,132
shares
|
$11.1 Million
1.16% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
373,436
shares
|
$10.9 Million
6.25% of portfolio
|
Q3 2024
Added 14.51%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
358,932
shares
|
$10.5 Million
2.91% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
355,719
shares
|
$10.4 Million
1.35% of portfolio
|
Q3 2024
Added 5.99%
|