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 |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
20,621
shares
|
$642,550
0.17% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
20,284
shares
|
$632,049
0.4% of portfolio
|
Q4 2024
Reduced 14.61%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
19,751
shares
|
$615,441
0.07% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
19,298
shares
|
$601,325
0.13% of portfolio
|
Q1 2024
Reduced 32.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
19,146
shares
|
$596,589
0.0% of portfolio
|
Q4 2024
Added 201.94%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,056
shares
|
$593,784
0.02% of portfolio
|
Q3 2022
Added 12.25%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
19,036
shares
|
$593,161
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
18,843
shares
|
$587,147
0.05% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
18,645
shares
|
$580,978
0.1% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
18,254
shares
|
$568,794
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
18,190
shares
|
$566,800
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
17,939
shares
|
$558,979
0.01% of portfolio
|
Q2 2024
Added 17.18%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
17,899
shares
|
$557,732
0.0% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
17,873
shares
|
$556,922
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
17,848
shares
|
$556,143
0.41% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
17,741
shares
|
$552,809
0.38% of portfolio
|
Q4 2022
Reduced 8.24%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
17,737
shares
|
$552,684
0.02% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
17,703
shares
|
$551,625
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,700
shares
|
$520,372
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
16,676
shares
|
$519,624
0.27% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
16,571
shares
|
$516,352
0.08% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
16,404
shares
|
$511,148
0.17% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,287
shares
|
$507,502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
16,221
shares
|
$505,446
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
16,130
shares
|
$502,610
0.03% of portfolio
|
Q3 2024
Added 32.5%
|