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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
156,873
shares
|
$5.82 Million
0.81% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
153,848
shares
|
$5.71 Million
2.93% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
152,597
shares
|
$5.66 Million
0.97% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
151,753
shares
|
$5.63 Million
3.96% of portfolio
|
Q3 2025
Added 25.24%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
149,055
shares
|
$5.53 Million
0.9% of portfolio
|
Q3 2025
Added 27.22%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
148,805
shares
|
$5.52 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
148,046
shares
|
$5.49 Million
3.46% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
145,680
shares
|
$5.4 Million
1.77% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
144,963
shares
|
$5.38 Million
4.08% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
144,618
shares
|
$5.36 Million
1.36% of portfolio
|
Q3 2025
Added 27.65%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
144,468
shares
|
$5.36 Million
3.14% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
143,591
shares
|
$5.33 Million
2.33% of portfolio
|
Q4 2025
Added 4.46%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
141,294
shares
|
$5.24 Million
0.53% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
138,617
shares
|
$5.14 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
138,333
shares
|
$5.13 Million
4.36% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
136,906
shares
|
$5.08 Million
0.0% of portfolio
|
Q3 2025
Added 46.48%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
136,570
shares
|
$5.07 Million
3.1% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
135,083
shares
|
$5.01 Million
2.24% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
131,364
shares
|
$4.87 Million
0.25% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
130,000
shares
|
$4.82 Million
0.22% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
126,324
shares
|
$4.69 Million
0.42% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
125,379
shares
|
$4.65 Million
0.13% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
125,127
shares
|
$4.64 Million
2.58% of portfolio
|
Q4 2024
Added 48.55%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
120,283
shares
|
$4.46 Million
1.32% of portfolio
|
Q4 2025
Added 14.69%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
119,330
shares
|
$4.43 Million
1.03% of portfolio
|
Q3 2025
Added 3.92%
|
|