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 |
|---|---|---|---|---|---|
|
Swf LLC
Omaha, NE |
Nov 06, 2025 Q3 2025 |
12,640
shares
|
$468,817
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
12,593
shares
|
$467,074
0.2% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
12,578
shares
|
$466,518
0.04% of portfolio
|
Q2 2024
Reduced 15.5%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
12,464
shares
|
$462,289
0.12% of portfolio
|
Q4 2025
Reduced 38.87%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
12,455
shares
|
$461,955
0.08% of portfolio
|
Q3 2025
Reduced 27.76%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
12,355
shares
|
$458,246
0.21% of portfolio
|
Q4 2025
Added 3.45%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
12,348
shares
|
$457,987
0.32% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
11,845
shares
|
$439,331
0.01% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
11,828
shares
|
$438,700
0.07% of portfolio
|
Q3 2025
Reduced 31.86%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
11,821
shares
|
$438,440
0.0% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
11,630
shares
|
$431,356
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
11,611
shares
|
$430,651
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
11,511
shares
|
$426,942
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
11,495
shares
|
$426,349
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
11,414
shares
|
$423,345
0.09% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
11,404
shares
|
$422,974
0.02% of portfolio
|
Q3 2025
Added 69.9%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
11,383
shares
|
$422,195
0.05% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
11,236
shares
|
$416,743
0.22% of portfolio
|
Q3 2025
Added 60.26%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
11,222
shares
|
$416,223
0.02% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
11,146
shares
|
$413,405
0.02% of portfolio
|
Q3 2025
Reduced 47.42%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
11,000
shares
|
$407,990
0.05% of portfolio
|
Q2 2025
Reduced 37.49%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
10,887
shares
|
$403,798
0.0% of portfolio
|
Q4 2025
Added 341.84%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
10,794
shares
|
$400,349
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
10,734
shares
|
$398,124
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
10,599
shares
|
$393,116
0.12% of portfolio
|
Q3 2025
Reduced 0.75%
|
|