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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
707,996
shares
|
$26.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
698,348
shares
|
$25.9 Million
6.07% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
680,650
shares
|
$25.2 Million
0.02% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
665,000
shares
|
$24.7 Million
10.3% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
660,014
shares
|
$24.5 Million
2.99% of portfolio
|
Q4 2025
Added 5.44%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
648,259
shares
|
$24 Million
0.67% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
635,387
shares
|
$23.6 Million
0.49% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
634,969
shares
|
$23.6 Million
1.86% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
634,025
shares
|
$23.5 Million
6.2% of portfolio
|
Q3 2023
Added 72.69%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
621,650
shares
|
$23.1 Million
1.66% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
617,245
shares
|
$22.9 Million
0.04% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
615,859
shares
|
$22.8 Million
6.27% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
610,793
shares
|
$22.7 Million
3.83% of portfolio
|
Q4 2025
Added 2.7%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
604,915
shares
|
$22.4 Million
9.69% of portfolio
|
Q3 2025
Added 58.38%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
603,362
shares
|
$22.4 Million
1.42% of portfolio
|
Q4 2025
Added 6.62%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
599,506
shares
|
$22.2 Million
0.7% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
588,616
shares
|
$21.8 Million
2.64% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
579,132
shares
|
$21.5 Million
11.18% of portfolio
|
Q4 2025
Added 19.66%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
571,798
shares
|
$21.2 Million
5.7% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
571,119
shares
|
$21.2 Million
8.25% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
563,787
shares
|
$20.9 Million
0.59% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
550,930
shares
|
$20.4 Million
10.84% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
527,549
shares
|
$19.6 Million
6.83% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
522,371
shares
|
$19.4 Million
4.27% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
520,158
shares
|
$19.3 Million
8.43% of portfolio
|
Q3 2025
Reduced 0.04%
|
|