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 |
|---|---|---|---|---|---|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
118,791
shares
|
$4.41 Million
3.75% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
117,760
shares
|
$4.37 Million
0.62% of portfolio
|
Q3 2025
Added 42.93%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
116,478
shares
|
$4.32 Million
2.2% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
115,992
shares
|
$4.3 Million
0.18% of portfolio
|
Q3 2025
Added 15.87%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
115,956
shares
|
$4.3 Million
0.38% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
115,035
shares
|
$4.27 Million
0.91% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
114,173
shares
|
$4.23 Million
1.5% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
112,608
shares
|
$4.18 Million
1.24% of portfolio
|
Q1 2023
Added 10.77%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
112,047
shares
|
$4.16 Million
0.37% of portfolio
|
Q4 2025
Added 8.76%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Jan 15, 2026 Q4 2025 |
111,212
shares
|
$4.12 Million
1.08% of portfolio
|
Q4 2025
Reduced 11.16%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
111,151
shares
|
$4.12 Million
0.83% of portfolio
|
Q4 2025
Reduced 5.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
110,752
shares
|
$4.11 Million
0.02% of portfolio
|
Q3 2025
Added 10.55%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
108,510
shares
|
$4.02 Million
1.29% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
106,649
shares
|
$3.96 Million
1.22% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
105,313
shares
|
$3.91 Million
0.56% of portfolio
|
Q4 2025
Added 124.51%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
102,406
shares
|
$3.8 Million
0.51% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
101,629
shares
|
$3.77 Million
0.96% of portfolio
|
Q4 2025
Added 9.16%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
101,089
shares
|
$3.75 Million
2.43% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
100,425
shares
|
$3.72 Million
2.0% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
100,340
shares
|
$3.72 Million
0.79% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
98,977
shares
|
$3.67 Million
1.75% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
95,891
shares
|
$3.56 Million
2.68% of portfolio
|
Q3 2025
Added 18.41%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
95,276
shares
|
$3.53 Million
3.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
95,108
shares
|
$3.53 Million
0.08% of portfolio
|
Q3 2025
Added 18.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
94,972
shares
|
$3.52 Million
0.24% of portfolio
|
Q3 2025
Added 147.42%
|
|