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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,586
shares
|
$318,454
0.02% of portfolio
|
Q4 2022
Reduced 84.76%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
8,442
shares
|
$313,113
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
8,424
shares
|
$312,446
0.08% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,380
shares
|
$310,814
0.01% of portfolio
|
Q3 2025
Added 111.08%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
8,301
shares
|
$307,884
0.21% of portfolio
|
Q2 2025
Reduced 35.12%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
8,288
shares
|
$307,401
0.18% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,269
shares
|
$306,697
0.0% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
8,237
shares
|
$305,510
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
8,207
shares
|
$304,397
0.0% of portfolio
|
Q3 2025
Added 36.97%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
8,167
shares
|
$302,914
0.11% of portfolio
|
Q4 2025
Reduced 40.31%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
8,110
shares
|
$300,799
0.11% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
7,963
shares
|
$295,347
0.2% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
7,962
shares
|
$295,310
0.0% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,700
shares
|
$285,593
0.01% of portfolio
|
Q1 2024
Added 83.33%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
7,626
shares
|
$282,848
0.17% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
7,579
shares
|
$281,105
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
7,460
shares
|
$276,691
0.04% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
7,433
shares
|
$275,689
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
7,277
shares
|
$269,903
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,276
shares
|
$269,866
0.18% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
7,271
shares
|
$269,681
0.12% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
7,262
shares
|
$269,347
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
7,250
shares
|
$268,902
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,239
shares
|
$268,494
0.0% of portfolio
|
Q3 2025
Added 98.22%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jan 15, 2026 Q4 2025 |
7,205
shares
|
$267,233
0.19% of portfolio
|
Q1 2025
New holding
|
|