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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
26,114
shares
|
$968,568
0.07% of portfolio
|
Q3 2025
Added 15.88%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,940
shares
|
$962,114
0.03% of portfolio
|
Q3 2023
Added 204.28%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
25,851
shares
|
$958,813
0.32% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
25,805
shares
|
$957,107
0.26% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
25,312
shares
|
$938,822
0.24% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
25,262
shares
|
$936,967
0.21% of portfolio
|
Q3 2025
Added 80.93%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
25,262
shares
|
$936,967
0.2% of portfolio
|
Q4 2025
Reduced 4.11%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
25,127
shares
|
$931,960
0.39% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
24,675
shares
|
$915,195
0.16% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
24,011
shares
|
$890,567
0.26% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
23,781
shares
|
$882,037
0.62% of portfolio
|
Q4 2025
Reduced 6.26%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
23,749
shares
|
$880,850
0.34% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
23,655
shares
|
$877,363
0.2% of portfolio
|
Q4 2025
Added 13.32%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
23,447
shares
|
$869,649
0.24% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
23,285
shares
|
$863,640
0.03% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,589
shares
|
$837,826
0.75% of portfolio
|
Q2 2025
Added 110.9%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
22,116
shares
|
$820,282
0.29% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
22,025
shares
|
$816,907
0.25% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
21,817
shares
|
$809,192
0.41% of portfolio
|
Q1 2024
Added 19.36%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
21,637
shares
|
$802,516
0.34% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
21,561
shares
|
$799,697
0.03% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
21,406
shares
|
$793,948
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
21,161
shares
|
$784,861
0.11% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
20,631
shares
|
$765,203
0.24% of portfolio
|
Q4 2025
Added 1.88%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
20,569
shares
|
$762,904
0.02% of portfolio
|
Q4 2025
Added 2.81%
|
|