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 |
|---|---|---|---|---|---|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
24,667
shares
|
$768,623
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
24,562
shares
|
$765,351
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
24,540
shares
|
$764,666
0.32% of portfolio
|
Q4 2024
Added 24.91%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
24,446
shares
|
$761,737
0.09% of portfolio
|
Q4 2024
Added 117.45%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
24,393
shares
|
$760,085
0.03% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
24,337
shares
|
$758,340
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
24,270
shares
|
$756,253
0.33% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
24,226
shares
|
$754,882
0.16% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
23,431
shares
|
$730,109
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
23,396
shares
|
$729,019
0.35% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
23,343
shares
|
$727,367
0.03% of portfolio
|
Q4 2024
Reduced 19.81%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
23,039
shares
|
$717,895
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
22,804
shares
|
$710,572
0.17% of portfolio
|
Q2 2023
Reduced 2.23%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
22,753
shares
|
$708,983
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
22,661
shares
|
$706,116
0.02% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
22,354
shares
|
$696,550
0.04% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
21,976
shares
|
$684,772
0.13% of portfolio
|
Q4 2024
Added 26.58%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
21,817
shares
|
$679,817
0.41% of portfolio
|
Q1 2024
Added 19.36%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
21,557
shares
|
$671,716
0.33% of portfolio
|
Q4 2024
Reduced 35.27%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
21,406
shares
|
$667,010
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
21,095
shares
|
$657,320
0.27% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
21,052
shares
|
$655,980
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
20,948
shares
|
$652,739
0.12% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
20,778
shares
|
$647,442
0.1% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
20,760
shares
|
$646,881
0.18% of portfolio
|
Q4 2024
Added 64.83%
|