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 602 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $7.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
93,461
shares
|
$2.91 Million
0.42% of portfolio
|
Q4 2024
Added 91.41%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
93,400
shares
|
$2.91 Million
0.07% of portfolio
|
Q4 2024
Added 72.96%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
91,054
shares
|
$2.84 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
90,872
shares
|
$2.83 Million
0.08% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
90,166
shares
|
$2.81 Million
0.68% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
90,012
shares
|
$2.8 Million
0.81% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
86,158
shares
|
$2.68 Million
0.16% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
85,978
shares
|
$2.68 Million
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
85,846
shares
|
$2.67 Million
0.0% of portfolio
|
Q4 2024
Added 210.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
84,860
shares
|
$2.64 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
82,971
shares
|
$2.59 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
80,976
shares
|
$2.52 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
80,253
shares
|
$2.5 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
79,742
shares
|
$2.48 Million
1.03% of portfolio
|
Q4 2024
Added 33.9%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
79,407
shares
|
$2.47 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
78,653
shares
|
$2.45 Million
1.55% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
78,528
shares
|
$2.45 Million
0.66% of portfolio
|
Q4 2024
Added 261.16%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Feb 12, 2025 Q4 2024 |
78,500
shares
|
$2.45 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
77,826
shares
|
$2.43 Million
2.27% of portfolio
|
Q4 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
77,293
shares
|
$2.41 Million
1.91% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
76,424
shares
|
$2.38 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
74,431
shares
|
$2.32 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
72,768
shares
|
$2.27 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
72,217
shares
|
$2.25 Million
1.63% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
71,913
shares
|
$2.24 Million
0.83% of portfolio
|
Q4 2024
Added 0.9%
|