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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
47,114
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2023
Added 1.55%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
46,975
shares
|
$1.74 Million
0.26% of portfolio
|
Q3 2025
Added 31.39%
|
|
|
Life Planning Partners, Inc
|
Jan 16, 2026 Q4 2025 |
46,732
shares
|
$1.73 Million
1.43% of portfolio
|
Q4 2025
Reduced 15.39%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
45,403
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Added 16.86%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
45,289
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2025
Added 65.03%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
44,783
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2025
Added 91.66%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
44,507
shares
|
$1.65 Million
0.37% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
44,456
shares
|
$1.65 Million
0.36% of portfolio
|
Q4 2025
Added 26.03%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
44,249
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
43,978
shares
|
$1.63 Million
0.25% of portfolio
|
Q4 2025
Added 27.64%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
43,906
shares
|
$1.63 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
43,768
shares
|
$1.62 Million
1.05% of portfolio
|
Q4 2025
Added 29.63%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
43,269
shares
|
$1.6 Million
1.14% of portfolio
|
Q2 2025
Added 26.65%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
42,375
shares
|
$1.57 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
41,685
shares
|
$1.55 Million
1.07% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
41,445
shares
|
$1.54 Million
0.25% of portfolio
|
Q2 2025
Added 63.36%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 13, 2026 Q4 2025 |
41,335
shares
|
$1.53 Million
0.68% of portfolio
|
Q4 2025
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
41,255
shares
|
$1.53 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
41,120
shares
|
$1.53 Million
0.19% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
40,350
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2025
Added 456.47%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
40,175
shares
|
$1.49 Million
1.03% of portfolio
|
Q3 2025
Added 83.26%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 14, 2026 Q4 2025 |
40,093
shares
|
$1.49 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
39,400
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
39,271
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
39,224
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 12.54%
|
|