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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
155,559
shares
|
$4.5 Million
0.06% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
155,165
shares
|
$4.49 Million
2.79% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
155,000
shares
|
$4.49 Million
0.25% of portfolio
|
Q4 2023
Reduced 6.06%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
154,287
shares
|
$4.47 Million
0.89% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
152,314
shares
|
$4.41 Million
0.06% of portfolio
|
Q3 2024
Added 565.85%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
150,516
shares
|
$4.36 Million
0.0% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
149,581
shares
|
$4.33 Million
0.21% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
148,175
shares
|
$4.29 Million
3.48% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
148,062
shares
|
$4.29 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
145,742
shares
|
$4.22 Million
0.36% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
145,264
shares
|
$4.21 Million
0.64% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
143,491
shares
|
$4.16 Million
0.41% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
141,773
shares
|
$4.11 Million
2.74% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
141,105
shares
|
$4.09 Million
0.35% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
141,067
shares
|
$4.09 Million
0.38% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
139,407
shares
|
$4.04 Million
0.11% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
139,362
shares
|
$4.04 Million
0.68% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
138,579
shares
|
$4.01 Million
2.17% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
135,083
shares
|
$3.91 Million
2.24% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
134,431
shares
|
$3.89 Million
0.38% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
133,976
shares
|
$3.88 Million
1.22% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
132,635
shares
|
$3.84 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
131,364
shares
|
$3.8 Million
0.25% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
129,896
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 59.06%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
129,016
shares
|
$3.74 Million
2.95% of portfolio
|
Q3 2024
Added 5.92%
|