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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
260,876
shares
|
$7.55 Million
2.12% of portfolio
|
Q3 2024
Added 75.2%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
256,941
shares
|
$7.44 Million
0.75% of portfolio
|
Q3 2024
Reduced 32.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
254,563
shares
|
$7.37 Million
0.02% of portfolio
|
Q3 2024
Added 42.5%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
251,890
shares
|
$7.29 Million
0.51% of portfolio
|
Q3 2022
Added 26.98%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
250,742
shares
|
$7.26 Million
4.06% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
248,951
shares
|
$7.21 Million
1.65% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
244,065
shares
|
$7.07 Million
2.93% of portfolio
|
Q3 2024
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
243,871
shares
|
$7.06 Million
2.57% of portfolio
|
Q4 2023
Added 10.87%
|
|
|
Fort Henry Capital, LLC
|
Oct 24, 2024 Q3 2024 |
240,207
shares
|
$6.96 Million
5.2% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
236,661
shares
|
$6.85 Million
4.23% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
234,915
shares
|
$6.8 Million
2.34% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
234,106
shares
|
$6.78 Million
4.31% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
233,381
shares
|
$6.76 Million
0.27% of portfolio
|
Q3 2024
Added 72.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
225,549
shares
|
$6.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
223,917
shares
|
$6.48 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
221,835
shares
|
$6.42 Million
3.23% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
215,993
shares
|
$6.26 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
209,506
shares
|
$6.07 Million
0.74% of portfolio
|
Q3 2024
Added 25.09%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
207,269
shares
|
$6 Million
2.22% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
204,602
shares
|
$5.93 Million
1.99% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
196,730
shares
|
$5.7 Million
3.94% of portfolio
|
Q4 2023
Added 6.37%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
195,629
shares
|
$5.67 Million
1.53% of portfolio
|
Q3 2024
Added 220.21%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
192,435
shares
|
$5.57 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
191,043
shares
|
$5.53 Million
2.01% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
188,478
shares
|
$5.46 Million
1.24% of portfolio
|
Q3 2024
Added 14.21%
|