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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
70,518
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
69,905
shares
|
$2.18 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
69,414
shares
|
$2.16 Million
1.43% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
69,413
shares
|
$2.16 Million
0.7% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
68,915
shares
|
$2.15 Million
0.52% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
68,518
shares
|
$2.14 Million
1.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
68,233
shares
|
$2.13 Million
0.49% of portfolio
|
Q4 2024
Added 22.34%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
65,984
shares
|
$2.06 Million
0.9% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
65,063
shares
|
$2.03 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
64,840
shares
|
$2.02 Million
1.28% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
64,114
shares
|
$2 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
64,026
shares
|
$2 Million
0.55% of portfolio
|
Q2 2023
Reduced 58.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
63,629
shares
|
$1.98 Million
0.06% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
63,268
shares
|
$1.97 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
61,020
shares
|
$1.9 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
58,602
shares
|
$1.83 Million
0.76% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
57,772
shares
|
$1.8 Million
0.9% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
57,372
shares
|
$1.79 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
56,796
shares
|
$1.77 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
56,788
shares
|
$1.77 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
56,650
shares
|
$1.77 Million
0.83% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
55,480
shares
|
$1.73 Million
0.19% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
55,027
shares
|
$1.71 Million
0.91% of portfolio
|
Q4 2024
Added 48.5%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
54,930
shares
|
$1.71 Million
0.87% of portfolio
|
Q4 2024
Added 116.69%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
54,440
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 51.6%
|