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 |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,503
shares
|
$204,106
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
5,500
shares
|
$203,995
0.1% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
5,406
shares
|
$200,508
0.01% of portfolio
|
Q4 2025
Added 6.19%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5,024
shares
|
$186,340
0.05% of portfolio
|
Q2 2024
Added 106.16%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
4,938
shares
|
$183,150
0.06% of portfolio
|
Q3 2025
Added 55.82%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,885
shares
|
$181,184
0.0% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
4,487
shares
|
$166,422
0.1% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
4,409
shares
|
$163,529
0.06% of portfolio
|
Q3 2025
Reduced 57.35%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
4,254
shares
|
$157,780
0.11% of portfolio
|
Q2 2025
Added 57.56%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,156
shares
|
$154,146
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,121
shares
|
$152,847
0.0% of portfolio
|
Q3 2025
Added 31.7%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
3,908
shares
|
$144,947
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,671
shares
|
$136,157
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
3,519
shares
|
$130,519
0.05% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,166
shares
|
$117,426
0.0% of portfolio
|
Q3 2025
Reduced 79.19%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,109
shares
|
$115,312
0.01% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,807
shares
|
$104,111
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2,526
shares
|
$93,689
0.03% of portfolio
|
Q2 2025
Reduced 49.66%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
2,424
shares
|
$89,906
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,417
shares
|
$89,646
0.01% of portfolio
|
Q4 2023
Reduced 15.78%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
2,388
shares
|
$88,570
0.05% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,312
shares
|
$85,752
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,295
shares
|
$85,121
0.01% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
2,206
shares
|
$81,820
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,188
shares
|
$81,152
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|