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 |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
94,877
shares
|
$3.52 Million
2.42% of portfolio
|
Q4 2025
Added 1.81%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
94,534
shares
|
$3.51 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
93,693
shares
|
$3.48 Million
2.72% of portfolio
|
Q3 2025
Reduced 52.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
93,198
shares
|
$3.46 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
92,360
shares
|
$3.43 Million
1.96% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
92,073
shares
|
$3.41 Million
1.48% of portfolio
|
Q4 2025
Added 8.46%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
91,480
shares
|
$3.39 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
91,416
shares
|
$3.39 Million
1.05% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
91,022
shares
|
$3.38 Million
0.26% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
90,877
shares
|
$3.37 Million
1.41% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
90,364
shares
|
$3.35 Million
1.15% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
89,356
shares
|
$3.31 Million
0.97% of portfolio
|
Q3 2025
Added 41.12%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
88,202
shares
|
$3.27 Million
1.24% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
87,373
shares
|
$3.24 Million
0.05% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
87,027
shares
|
$3.23 Million
0.58% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
85,342
shares
|
$3.17 Million
1.21% of portfolio
|
Q3 2025
Added 21.27%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Dec 17, 2025 Q3 2025 |
84,520
shares
|
$3.13 Million
1.38% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
83,278
shares
|
$3.09 Million
0.93% of portfolio
|
Q4 2025
Added 89.77%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
81,086
shares
|
$3.01 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
81,053
shares
|
$3.01 Million
0.16% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
80,668
shares
|
$2.99 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
80,030
shares
|
$2.97 Million
1.23% of portfolio
|
Q4 2025
Added 7.4%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
77,923
shares
|
$2.89 Million
2.08% of portfolio
|
Q3 2025
Added 27.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
75,494
shares
|
$2.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Shearwater Capital LLC
|
Jan 13, 2026 Q4 2025 |
74,708
shares
|
$2.77 Million
1.65% of portfolio
|
Q4 2025
Reduced 8.53%
|
|