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 |
|---|---|---|---|---|---|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
270,394
shares
|
$10 Million
1.91% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
267,427
shares
|
$9.92 Million
5.0% of portfolio
|
Q3 2025
Added 45.9%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
267,232
shares
|
$9.91 Million
4.51% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
265,187
shares
|
$9.84 Million
1.6% of portfolio
|
Q4 2025
Added 5.78%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
265,128
shares
|
$9.83 Million
5.79% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
263,872
shares
|
$9.79 Million
5.65% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
259,058
shares
|
$9.61 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
253,954
shares
|
$9.42 Million
3.54% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
251,890
shares
|
$9.34 Million
0.51% of portfolio
|
Q3 2022
Added 26.98%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
248,522
shares
|
$9.22 Million
5.75% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
243,871
shares
|
$9.05 Million
2.57% of portfolio
|
Q4 2023
Added 10.87%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
240,969
shares
|
$8.94 Million
2.52% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
237,462
shares
|
$8.81 Million
4.08% of portfolio
|
Q4 2025
Added 1253.29%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
233,916
shares
|
$8.68 Million
8.8% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
233,646
shares
|
$8.67 Million
3.72% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
233,188
shares
|
$8.65 Million
6.68% of portfolio
|
Q4 2025
Added 2.65%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
231,061
shares
|
$8.57 Million
0.33% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
231,015
shares
|
$8.57 Million
1.51% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
225,854
shares
|
$8.38 Million
1.59% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
225,329
shares
|
$8.36 Million
1.81% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
224,760
shares
|
$8.34 Million
0.21% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
224,244
shares
|
$8.32 Million
0.08% of portfolio
|
Q3 2025
Added 50.72%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
223,917
shares
|
$8.31 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
220,100
shares
|
$8.16 Million
4.74% of portfolio
|
Q4 2025
Reduced 11.1%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
217,267
shares
|
$8.06 Million
4.77% of portfolio
|
Q3 2025
Added 3.87%
|
|