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 715 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
215,843
shares
|
$8.01 Million
3.54% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
212,625
shares
|
$7.89 Million
2.88% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
212,497
shares
|
$7.88 Million
0.26% of portfolio
|
Q4 2025
Reduced 11.95%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
210,492
shares
|
$7.81 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
210,292
shares
|
$7.8 Million
0.33% of portfolio
|
Q3 2025
Added 205.68%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
208,850
shares
|
$7.75 Million
2.75% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
206,679
shares
|
$7.67 Million
0.11% of portfolio
|
Q3 2025
Added 228.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
206,259
shares
|
$7.65 Million
0.04% of portfolio
|
Q3 2025
Added 179.92%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
203,657
shares
|
$7.55 Million
0.21% of portfolio
|
Q3 2025
Added 14.8%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
202,704
shares
|
$7.52 Million
4.01% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Jan 08, 2026 Q4 2025 |
199,895
shares
|
$7.41 Million
6.28% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
199,217
shares
|
$7.39 Million
1.77% of portfolio
|
Q3 2025
Added 100.04%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
197,544
shares
|
$7.33 Million
1.11% of portfolio
|
Q3 2025
Added 23.31%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
197,005
shares
|
$7.31 Million
1.87% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
196,730
shares
|
$7.3 Million
3.94% of portfolio
|
Q4 2023
Added 6.37%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
195,955
shares
|
$7.27 Million
5.8% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
195,629
shares
|
$7.26 Million
1.53% of portfolio
|
Q3 2024
Added 220.21%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Oct 23, 2025 Q3 2025 |
189,313
shares
|
$7.02 Million
3.11% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
189,244
shares
|
$7.02 Million
1.11% of portfolio
|
Q3 2025
Added 23.04%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
188,596
shares
|
$7 Million
0.0% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
188,392
shares
|
$6.99 Million
0.05% of portfolio
|
Q3 2025
Added 33.4%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
188,364
shares
|
$6.99 Million
0.2% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
187,598
shares
|
$6.96 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
185,971
shares
|
$6.9 Million
3.37% of portfolio
|
Q1 2024
Added 22.61%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
185,335
shares
|
$6.87 Million
0.84% of portfolio
|
Q4 2025
Added 4.89%
|
|