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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
62,832
shares
|
$2.33 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
59,573
shares
|
$2.21 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
59,483
shares
|
$2.21 Million
0.22% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 16, 2026 Q4 2025 |
58,630
shares
|
$2.17 Million
1.29% of portfolio
|
Q4 2025
Added 3.44%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
58,558
shares
|
$2.17 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
58,222
shares
|
$2.16 Million
1.11% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
58,162
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
57,939
shares
|
$2.15 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
55,939
shares
|
$2.07 Million
0.95% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
54,556
shares
|
$2.02 Million
0.09% of portfolio
|
Q3 2025
Added 151.36%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
52,945
shares
|
$1.96 Million
0.08% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,342
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2024
Added 18.73%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
51,072
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2025
Added 28.61%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
50,914
shares
|
$1.89 Million
0.42% of portfolio
|
Q3 2025
Added 39.05%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
50,202
shares
|
$1.86 Million
0.85% of portfolio
|
Q4 2025
Reduced 5.01%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
50,110
shares
|
$1.86 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
49,972
shares
|
$1.85 Million
1.7% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
49,891
shares
|
$1.85 Million
0.49% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
49,838
shares
|
$1.85 Million
0.98% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
49,500
shares
|
$1.84 Million
1.21% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
49,338
shares
|
$1.83 Million
0.22% of portfolio
|
Q2 2025
Added 21.98%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
49,324
shares
|
$1.83 Million
0.06% of portfolio
|
Q3 2025
Added 87.66%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
49,103
shares
|
$1.82 Million
0.25% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
48,636
shares
|
$1.8 Million
0.7% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
48,133
shares
|
$1.79 Million
0.4% of portfolio
|
Q3 2025
Added 0.01%
|
|