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 |
|---|---|---|---|---|---|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
74,263
shares
|
$2.75 Million
1.38% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
74,209
shares
|
$2.75 Million
1.2% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
73,693
shares
|
$2.73 Million
1.41% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
73,640
shares
|
$2.73 Million
0.07% of portfolio
|
Q3 2025
Added 52.54%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
72,830
shares
|
$2.7 Million
0.66% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
72,768
shares
|
$2.7 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
70,710
shares
|
$2.62 Million
1.29% of portfolio
|
Q3 2025
Added 110.46%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
70,340
shares
|
$2.61 Million
0.96% of portfolio
|
Q4 2025
Reduced 1.36%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
70,122
shares
|
$2.6 Million
1.09% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
69,784
shares
|
$2.59 Million
1.84% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
69,687
shares
|
$2.58 Million
1.69% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 15, 2026 Q4 2025 |
69,282
shares
|
$2.57 Million
1.46% of portfolio
|
Q4 2025
Added 4.25%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
68,778
shares
|
$2.55 Million
2.24% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
68,644
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
68,508
shares
|
$2.54 Million
3.71% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
67,964
shares
|
$2.52 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
66,480
shares
|
$2.47 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
66,399
shares
|
$2.46 Million
0.09% of portfolio
|
Q4 2025
Added 1.38%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
66,060
shares
|
$2.45 Million
2.15% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
65,192
shares
|
$2.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 75.87%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
64,231
shares
|
$2.38 Million
0.46% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Powerhouse Assets LLC
Lincoln, MA |
Jan 15, 2026 Q4 2025 |
64,070
shares
|
$2.38 Million
2.15% of portfolio
|
Q4 2025
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
64,035
shares
|
$2.38 Million
1.97% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
64,026
shares
|
$2.37 Million
0.55% of portfolio
|
Q2 2023
Reduced 58.78%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
63,141
shares
|
$2.34 Million
1.21% of portfolio
|
Q3 2025
Added 5.29%
|
|