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 |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
1,945,472
shares
|
$72.2 Million
3.43% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
1,925,835
shares
|
$71.4 Million
0.11% of portfolio
|
Q4 2025
Added 1.7%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
1,890,776
shares
|
$70.1 Million
4.67% of portfolio
|
Q3 2025
Added 30.71%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
1,864,707
shares
|
$69.2 Million
9.14% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,815,008
shares
|
$67.3 Million
1.55% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
1,785,546
shares
|
$66.2 Million
2.68% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
1,765,590
shares
|
$65.5 Million
12.04% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
1,728,244
shares
|
$64.1 Million
8.79% of portfolio
|
Q3 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
1,716,123
shares
|
$63.7 Million
6.47% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,696,259
shares
|
$62.9 Million
6.66% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,660,809
shares
|
$61.6 Million
0.04% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,632,806
shares
|
$60.6 Million
0.08% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,605,339
shares
|
$59.5 Million
4.42% of portfolio
|
Q2 2024
Added 6.87%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,569,043
shares
|
$58.2 Million
7.41% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,520,432
shares
|
$56.4 Million
15.27% of portfolio
|
Q3 2022
Added 482.39%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
1,494,475
shares
|
$55.4 Million
4.72% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,452,180
shares
|
$53.9 Million
8.87% of portfolio
|
Q2 2024
Added 61.9%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
1,438,524
shares
|
$53.4 Million
6.66% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
1,433,292
shares
|
$53.2 Million
0.98% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,413,867
shares
|
$52.4 Million
0.47% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,378,934
shares
|
$51.1 Million
6.84% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,373,422
shares
|
$50.9 Million
1.27% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
1,320,407
shares
|
$49 Million
4.17% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jan 12, 2026 Q4 2025 |
1,320,003
shares
|
$49 Million
15.27% of portfolio
|
Q4 2025
Added 5.05%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
1,292,913
shares
|
$48 Million
9.71% of portfolio
|
Q3 2025
Added 4.38%
|
|