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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
344,318
shares
|
$12.8 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
342,122
shares
|
$12.7 Million
3.42% of portfolio
|
Q3 2025
Added 20.97%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
334,352
shares
|
$12.4 Million
4.99% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
331,751
shares
|
$12.3 Million
1.49% of portfolio
|
Q4 2025
Added 3.39%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jan 07, 2026 Q4 2025 |
328,806
shares
|
$12.2 Million
8.88% of portfolio
|
Q4 2025
Added 2.38%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
326,189
shares
|
$12.1 Million
1.37% of portfolio
|
Q3 2025
Added 45.86%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
320,178
shares
|
$11.9 Million
1.92% of portfolio
|
Q4 2025
Added 119.89%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
320,162
shares
|
$11.9 Million
0.73% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Thayer Financial, L.L.C.
Hickory, NC |
Jan 12, 2026 Q4 2025 |
312,941
shares
|
$11.6 Million
12.61% of portfolio
|
Q4 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
311,702
shares
|
$11.6 Million
3.06% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
302,235
shares
|
$11.2 Million
1.17% of portfolio
|
Q3 2025
Added 790.1%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
301,856
shares
|
$11.2 Million
4.47% of portfolio
|
Q3 2025
Added 19.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,714
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Claris Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
294,465
shares
|
$10.9 Million
3.77% of portfolio
|
Q4 2025
Added 10.53%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
293,559
shares
|
$10.9 Million
5.08% of portfolio
|
Q4 2025
Added 2.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
291,488
shares
|
$10.8 Million
0.09% of portfolio
|
Q3 2025
Added 73.07%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
288,251
shares
|
$10.7 Million
1.01% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
286,358
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jan 15, 2026 Q4 2025 |
285,623
shares
|
$10.6 Million
6.27% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
280,599
shares
|
$10.4 Million
2.97% of portfolio
|
Q3 2025
Added 21.15%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
279,728
shares
|
$10.4 Million
3.18% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Fort Henry Capital, LLC
|
Oct 14, 2025 Q3 2025 |
278,227
shares
|
$10.3 Million
6.45% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
277,678
shares
|
$10.3 Million
5.09% of portfolio
|
Q4 2025
Added 2401.6%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
275,160
shares
|
$10.2 Million
6.1% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
274,699
shares
|
$10.2 Million
4.21% of portfolio
|
Q4 2025
Added 1.11%
|
|