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 |
|---|---|---|---|---|---|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
16,270
shares
|
$603,454
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
16,237
shares
|
$602,230
0.5% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
15,850
shares
|
$587,876
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
15,771
shares
|
$584,946
0.16% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
15,643
shares
|
$580,198
0.11% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
15,634
shares
|
$579,865
0.36% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
15,594
shares
|
$578,381
0.0% of portfolio
|
Q3 2025
Added 65.47%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
15,553
shares
|
$576,860
0.15% of portfolio
|
Q4 2025
Reduced 3.22%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
15,027
shares
|
$557,351
0.04% of portfolio
|
Q4 2025
Added 6.36%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
14,947
shares
|
$554,384
0.12% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
14,744
shares
|
$546,854
0.08% of portfolio
|
Q4 2025
Reduced 2.7%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
14,092
shares
|
$522,672
0.09% of portfolio
|
Q4 2025
Added 7.37%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
14,066
shares
|
$521,707
0.06% of portfolio
|
Q3 2025
Reduced 53.05%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
13,926
shares
|
$516,515
0.14% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
13,561
shares
|
$502,977
0.19% of portfolio
|
Q3 2025
Added 3413.21%
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
13,431
shares
|
$498,155
0.22% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
13,352
shares
|
$495,225
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
13,298
shares
|
$493,222
0.12% of portfolio
|
Q4 2025
Reduced 1.99%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
13,182
shares
|
$488,920
0.27% of portfolio
|
Q4 2025
Reduced 12.71%
|
|
|
Benson Investment Management Company, Inc.
|
Oct 10, 2025 Q3 2025 |
13,180
shares
|
$488,846
0.17% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
13,163
shares
|
$488,215
0.24% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
13,061
shares
|
$484,432
0.04% of portfolio
|
Q3 2025
Added 108.61%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
12,939
shares
|
$479,907
0.01% of portfolio
|
Q1 2025
Reduced 27.87%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
12,936
shares
|
$479,796
0.27% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Nov 05, 2025 Q3 2025 |
12,682
shares
|
$470,375
0.08% of portfolio
|
Q2 2024
Added 1.29%
|
|