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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
12,877
shares
|
$401,247
0.12% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
12,682
shares
|
$395,171
0.08% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
12,578
shares
|
$391,930
0.04% of portfolio
|
Q2 2024
Reduced 15.5%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
12,008
shares
|
$374,169
0.24% of portfolio
|
Q3 2024
Reduced 54.49%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
11,915
shares
|
$371,271
0.21% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
11,830
shares
|
$368,622
0.06% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
11,784
shares
|
$367,189
0.03% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
11,743
shares
|
$365,911
0.23% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
11,598
shares
|
$361,393
0.07% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
11,557
shares
|
$360,116
0.16% of portfolio
|
Q4 2024
Reduced 19.25%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
11,553
shares
|
$359,991
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
11,525
shares
|
$359,119
0.16% of portfolio
|
Q4 2024
Added 56.42%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,411
shares
|
$355,566
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
11,273
shares
|
$351,266
0.1% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
11,242
shares
|
$350,300
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
11,225
shares
|
$349,771
0.11% of portfolio
|
Q4 2024
Reduced 32.38%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
11,222
shares
|
$349,677
0.02% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
11,192
shares
|
$348,742
0.06% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
11,045
shares
|
$344,162
0.15% of portfolio
|
Q4 2023
Added 0.91%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
11,029
shares
|
$343,663
0.43% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
10,910
shares
|
$339,955
0.11% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,718
shares
|
$333,972
0.02% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
10,485
shares
|
$326,712
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
10,427
shares
|
$324,905
0.0% of portfolio
|
Q4 2024
Added 34.66%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
10,409
shares
|
$324,344
0.13% of portfolio
|
Q1 2024
Reduced 32.1%
|