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 |
|---|---|---|---|---|---|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
1,263,507
shares
|
$46.9 Million
9.24% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,249,354
shares
|
$46.3 Million
5.47% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
1,225,228
shares
|
$45.4 Million
6.19% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
1,222,944
shares
|
$45.4 Million
3.25% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Aquire Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,207,997
shares
|
$44.8 Million
11.82% of portfolio
|
Q4 2025
Reduced 3.31%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
1,181,987
shares
|
$43.8 Million
8.77% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,153,664
shares
|
$42.8 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
1,076,494
shares
|
$39.9 Million
0.42% of portfolio
|
Q4 2025
Added 5.18%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
1,073,146
shares
|
$39.8 Million
4.85% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,037,653
shares
|
$38.5 Million
0.18% of portfolio
|
Q3 2025
Added 39.43%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,026,428
shares
|
$38.1 Million
0.24% of portfolio
|
Q3 2025
Added 12.17%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,012,577
shares
|
$37.6 Million
2.16% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,003,159
shares
|
$37.2 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
970,015
shares
|
$36 Million
0.05% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
959,742
shares
|
$35.6 Million
1.72% of portfolio
|
Q4 2025
Added 8.48%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
955,311
shares
|
$35.4 Million
0.67% of portfolio
|
Q4 2025
Added 2.56%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
942,337
shares
|
$35 Million
1.29% of portfolio
|
Q4 2025
Added 10.76%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
931,359
shares
|
$34.5 Million
0.91% of portfolio
|
Q3 2025
Added 30.49%
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
922,525
shares
|
$34.2 Million
23.04% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
911,842
shares
|
$33.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 74.08%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
908,604
shares
|
$33.7 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
896,025
shares
|
$33.2 Million
2.67% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
890,928
shares
|
$33 Million
3.63% of portfolio
|
Q4 2025
Added 2689.47%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
885,642
shares
|
$32.8 Million
5.47% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
883,624
shares
|
$32.8 Million
6.66% of portfolio
|
Q2 2024
Added 0.87%
|
|