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 |
|---|---|---|---|---|---|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
10,348
shares
|
$383,807
0.01% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
10,273
shares
|
$381,025
0.29% of portfolio
|
Q3 2025
Added 35.9%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
10,250
shares
|
$380,172
0.12% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
10,172
shares
|
$377,279
0.02% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
10,117
shares
|
$375,239
0.02% of portfolio
|
Q3 2025
Added 24.47%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
10,115
shares
|
$375,165
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
10,106
shares
|
$374,831
0.5% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
9,827
shares
|
$364,483
0.25% of portfolio
|
Q2 2025
Reduced 40.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
9,775
shares
|
$362,554
0.01% of portfolio
|
Q3 2025
Added 17.43%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 15, 2026 Q4 2025 |
9,695
shares
|
$359,587
0.17% of portfolio
|
Q4 2025
Added 2.67%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
9,671
shares
|
$358,697
0.09% of portfolio
|
Q3 2025
Added 25.52%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
9,645
shares
|
$357,733
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
9,592
shares
|
$355,767
0.19% of portfolio
|
Q4 2025
Added 0.66%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
9,472
shares
|
$351,316
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
9,374
shares
|
$347,681
0.08% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
9,324
shares
|
$345,827
0.07% of portfolio
|
Q3 2025
Added 13.25%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
9,305
shares
|
$345,122
0.02% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
9,073
shares
|
$336,517
0.0% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
9,030
shares
|
$334,922
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
8,913
shares
|
$330,583
0.15% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
8,893
shares
|
$329,841
0.26% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Bayshore Asset Management, LLC
|
Jan 08, 2026 Q4 2025 |
8,873
shares
|
$329,099
0.14% of portfolio
|
Q4 2025
Added 5.52%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
8,810
shares
|
$326,762
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
8,768
shares
|
$325,205
0.09% of portfolio
|
Q3 2025
Reduced 74.86%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
8,625
shares
|
$319,901
0.28% of portfolio
|
Q3 2025
New holding
|
|