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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
20,182
shares
|
$748,550
0.01% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
19,911
shares
|
$738,498
0.07% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
19,794
shares
|
$734,159
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
19,770
shares
|
$733,269
0.39% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
19,333
shares
|
$717,060
0.27% of portfolio
|
Q3 2025
Added 17.85%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
19,298
shares
|
$715,762
0.13% of portfolio
|
Q1 2024
Reduced 32.92%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,056
shares
|
$706,787
0.02% of portfolio
|
Q3 2022
Added 12.25%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
18,901
shares
|
$701,038
0.17% of portfolio
|
Q2 2025
Reduced 17.12%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
18,797
shares
|
$697,180
0.01% of portfolio
|
Q3 2025
Added 55.21%
|
|
|
Eastover Investment Advisors LLC
|
Jan 12, 2026 Q4 2025 |
18,777
shares
|
$696,438
0.31% of portfolio
|
Q3 2025
Added 69.41%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
18,346
shares
|
$680,453
0.06% of portfolio
|
Q3 2025
Added 13.41%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
18,153
shares
|
$673,294
0.01% of portfolio
|
Q4 2025
Added 29.74%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
18,107
shares
|
$671,588
0.07% of portfolio
|
Q3 2025
Added 30.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
17,875
shares
|
$662,983
0.0% of portfolio
|
Q3 2025
Added 84.77%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
17,854
shares
|
$662,204
0.13% of portfolio
|
Q1 2025
Reduced 30.11%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
17,741
shares
|
$658,013
0.38% of portfolio
|
Q4 2022
Reduced 8.24%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
17,606
shares
|
$653,006
0.32% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
17,547
shares
|
$650,818
0.24% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
17,355
shares
|
$643,696
0.06% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
17,038
shares
|
$631,939
0.23% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
16,860
shares
|
$625,337
0.46% of portfolio
|
Q3 2025
Reduced 24.06%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
16,571
shares
|
$614,618
0.07% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
16,568
shares
|
$614,507
0.24% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
16,390
shares
|
$607,905
0.41% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
16,359
shares
|
$606,755
0.27% of portfolio
|
Q4 2025
Reduced 1.18%
|
|