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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
184,060
shares
|
$6.83 Million
0.86% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
183,277
shares
|
$6.8 Million
2.22% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
183,018
shares
|
$6.79 Million
3.41% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
182,944
shares
|
$6.79 Million
0.96% of portfolio
|
Q3 2025
Added 34.12%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
178,473
shares
|
$6.62 Million
3.68% of portfolio
|
Q1 2023
Added 19.21%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
177,108
shares
|
$6.57 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
177,101
shares
|
$6.57 Million
2.71% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
176,189
shares
|
$6.53 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
175,362
shares
|
$6.5 Million
0.42% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
173,353
shares
|
$6.43 Million
4.63% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
172,339
shares
|
$6.39 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
171,831
shares
|
$6.37 Million
2.66% of portfolio
|
Q2 2023
Reduced 9.92%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
170,314
shares
|
$6.32 Million
1.44% of portfolio
|
Q4 2025
Added 14.1%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
169,894
shares
|
$6.3 Million
1.73% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
169,472
shares
|
$6.29 Million
1.74% of portfolio
|
Q3 2025
Reduced 29.64%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
165,076
shares
|
$6.12 Million
0.01% of portfolio
|
Q3 2025
Added 97.04%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
164,982
shares
|
$6.12 Million
0.05% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
164,808
shares
|
$6.11 Million
0.49% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
164,143
shares
|
$6.09 Million
3.81% of portfolio
|
Q4 2025
Reduced 13.44%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
162,947
shares
|
$6.04 Million
1.5% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
162,147
shares
|
$6.01 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
161,708
shares
|
$6 Million
1.49% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
160,057
shares
|
$5.94 Million
0.0% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
158,284
shares
|
$5.87 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
158,107
shares
|
$5.86 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.63%
|
|