DIMENSIONAL ETF TRUST (DFAI)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
802
Reporting holders
$14.9B
Reported value
0.0%
Held as options
+38
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $1.1B | 27,763,226 | 0.27% | 22q | +6.9%+$74.4M |
| First Command Advisory Services, Inc. | $630.0M | 15,272,021 | 3.75% | 2q | +2.4%+$14.8M |
| PRUDENTIAL FINANCIAL INC | $616.6M | 14,948,542 | 0.67% | 6q | +32.8%+$152.2M |
| BANK OF AMERICA CORP /DE/ | $429.4M | 10,409,354 | 0.03% | 18q | +17.0%+$62.5M |
| &PARTNERS | $405.6M | 9,826,699 | 1.66% | 10q | +7.9%+$29.8M |
| NORTHERN TRUST CORP | $324.5M | 7,867,848 | 0.04% | 11q | +14.4%+$40.9M |
| SYM FINANCIAL Corp | $277.6M | 6,729,230 | 22.31% | 15q | +3.2%+$8.7M |
| ROYAL BANK OF CANADA | $267.0M | 6,472,722 | 0.04% | 23q | +9.7%+$23.6M |
| Corient Private Wealth LP | $253.7M | 6,149,453 | 0.16% | 15q | +91.0%+$120.9M |
| MERCER GLOBAL ADVISORS INC /ADV | $234.7M | 5,690,457 | 0.15% | 22q | +138.1%+$136.1M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $232.5M | 5,636,392 | 2.91% | 5q | -49.5%-$227.7M |
| LPL Financial LLC | $196.1M | 4,754,034 | 0.04% | 17q | +18.4%+$30.5M |
| UBS Group AG | $188.4M | 4,567,118 | 0.02% | 21q | +8.9%+$15.4M |
| Root Financial Partners, LLC | $186.8M | 4,528,406 | 7.26% | 14q | +8.7%+$14.9M |
| Vise Technologies, Inc. | $185.4M | 4,495,210 | 2.10% | 4q | +31.9%+$44.8M |
| Mariner, LLC | $179.4M | 4,350,104 | 0.19% | 19q | +1.6%+$2.9M |
| MAI Capital Management | $172.1M | 4,171,293 | 0.65% | 16q | +250.0%+$122.9M |
| Annex Advisory Services, LLC | $170.3M | 4,128,690 | 2.91% | 2q | +5.5%+$8.9M |
| Moisand Fitzgerald Tamayo, LLC | $152.3M | 3,693,307 | 14.88% | 21q | +2.6%+$3.9M |
| McKinley Carter Wealth Services, Inc. | $150.0M | 3,637,438 | 7.73% | 3q | +4.4%+$6.3M |
| HighTower Advisors, LLC | $142.0M | 3,441,572 | 0.14% | 12q | +36.9%+$38.3M |
| Pure Financial Advisors, LLC | $120.7M | 2,926,491 | 1.54% | 12q | -0.7%-$798.2K |
| LVZ, Inc. | $120.4M | 2,918,971 | 12.23% | 17q | +0.8%+$930.2K |
| Clearstead Advisors, LLC | $117.3M | 2,844,690 | 1.11% | 15q | +4.8%+$5.4M |
| Sequoia Financial Advisors, LLC | $116.6M | 2,827,567 | 0.58% | 19q | +4.1%+$4.6M |
| One Capital Management, LLC | $115.1M | 2,955,353 | 3.20% | 10q | HELD |
| OneDigital Investment Advisors LLC | $113.5M | 2,752,464 | 0.96% | 13q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $108.6M | 2,631,810 | 0.14% | 22q | +12.0%+$11.7M |
| FIRST NATIONAL BANK OF OMAHA | $107.9M | 2,615,704 | 3.04% | 10q | +3.1%+$3.3M |
| Cetera Investment Advisers | $107.0M | 2,594,607 | 0.10% | 20q | +13.3%+$12.6M |
| Klaas Financial Asset Advisors, LLC | $100.7M | 2,440,834 | 12.54% | 3q | +5.9%+$5.6M |
| Focus Partners Advisor Solutions, LLC | $99.6M | 2,413,701 | 0.84% | 19q | +8.6%+$7.9M |
| Apollon Wealth Management, LLC | $99.1M | 2,401,287 | 1.20% | 10q | +54.4%+$34.9M |
| MASECO LLP | $98.1M | 2,378,111 | 2.76% | 5q | +4.9%+$4.6M |
| Beacon Pointe Advisors, LLC | $94.4M | 2,289,576 | 0.44% | 18q | +6.5%+$5.8M |
| Marquette Asset Management, LLC | $92.6M | 2,244,990 | 11.89% | 15q | +1.3%+$1.2M |
| Focus Partners Wealth | $92.5M | 2,242,095 | 0.09% | 8q | -1.5%-$1.4M |
| Zhang Financial LLC | $87.1M | 2,110,994 | 2.54% | 18q | +14.5%+$11.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $82.8M | 2,007,093 | 0.04% | 15q | +6.6%+$5.1M |
| Wealthspire Advisors, LLC | $82.6M | 2,002,126 | 0.45% | 11q | +0.5%+$450.3K |
| Cerity Partners LLC | $80.9M | 1,961,478 | 0.10% | 11q | +53.7%+$28.3M |
| RAM Investment Partners, LLC | $79.8M | 1,934,044 | 12.76% | 15q | +1.3%+$1.0M |
| Berman McAleer LLC | $75.2M | 1,823,537 | 8.71% | 4q | HELD |
| EP Wealth Advisors, LLC | $74.9M | 1,815,369 | 0.29% | 13q | -0.9%-$687.4K |
| Savant Capital, LLC | $74.9M | 1,803,215 | 0.22% | 12q | +42.6%+$22.4M |
| Financial Management Professionals, Inc. | $71.5M | 1,734,115 | 6.78% | 9q | +2.3%+$1.6M |
| WNY Asset Management, LLC | $69.6M | 1,686,967 | 6.21% | 9q | +16.9%+$10.1M |
| BRIGHTON JONES LLC | $68.5M | 1,660,158 | 1.27% | 20q | -47.6%-$62.2M |
| Bedel Financial Consulting, Inc. | $65.3M | 1,582,438 | 6.13% | 16q | +3.6%+$2.2M |
| Bridgewater Advisors Inc. | $63.1M | 1,493,788 | 3.44% | 19q | +5.6%+$3.3M |
| RVW Wealth, LLC | $63.0M | 1,527,623 | 4.15% | 20q | +4.9%+$2.9M |
| Pioneer Wealth Management Group | $62.6M | 1,517,600 | 15.12% | 14q | +6.8%+$4.0M |
| Wealth Dimensions Group, Ltd. | $60.4M | 1,463,610 | 10.81% | 18q | +2.9%+$1.7M |
| First National Advisers, LLC | $59.5M | 1,441,680 | 8.35% | 9q | -1.3%-$774.6K |
| Aptus Capital Advisors, LLC | $59.3M | 1,437,130 | 0.41% | 18q | +81.0%+$26.5M |
| NewEdge Advisors, LLC | $57.7M | 1,398,059 | 0.17% | 16q | +102.0%+$29.1M |
| OSAIC HOLDINGS, INC. | $55.4M | 1,342,622 | 0.07% | 22q | +14.4%+$7.0M |
| Aquire Wealth Advisors, LLC | $54.2M | 1,314,008 | 12.42% | 19q | +7.7%+$3.9M |
| HARBOUR INVESTMENTS, INC. | $52.6M | 1,275,139 | 0.71% | 13q | HELD |
| Great Point Wealth Advisors, LLC | $52.6M | 1,274,802 | 8.49% | 16q | +3.9%+$2.0M |
| RAYMOND JAMES FINANCIAL INC | $52.0M | 1,261,396 | 0.01% | 7q | +4.3%+$2.1M |
| Spinnaker Investment Group, LLC | $52.0M | 1,261,262 | 8.34% | 19q | +15.7%+$7.1M |
| Kestra Investment Management, LLC | $51.4M | 1,246,705 | 1.00% | 8q | -31.0%-$23.1M |
| MATHER GROUP, LLC. | $50.4M | 1,221,090 | 0.44% | 22q | +5.8%+$2.7M |
| Everhart Financial Group, Inc. | $49.8M | 1,206,275 | 3.18% | 6q | +16.9%+$7.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $48.3M | 1,161,885 | 0.08% | 17q | +4.4%+$2.0M |
| SAX WEALTH ADVISORS, LLC | $47.9M | 1,229,643 | 1.95% | 20q | +28.4%+$10.6M |
| Apella Capital, LLC | $46.6M | 1,121,313 | 0.66% | 17q | +0.7%+$322.1K |
| Arista Wealth Management, LLC | $44.4M | 1,077,141 | 4.79% | 15q | +3.2%+$1.4M |
| HighPoint Advisor Group LLC | $44.2M | 1,072,064 | 1.56% | 3q | +2.6%+$1.1M |
| JFS WEALTH ADVISORS, LLC | $44.0M | 1,067,709 | 2.20% | 19q | +5.4%+$2.2M |
| Stadion Money Management, LLC | $44.0M | 1,067,068 | 3.79% | 11q | -3.3%-$1.5M |
| Baird Financial Group, Inc. | $42.6M | 1,033,393 | 0.06% | 18q | +6.5%+$2.6M |
| Private Advisor Group, LLC | $42.2M | 1,023,663 | 0.19% | 20q | -11.4%-$5.4M |
| Pathstone Holdings, LLC | $42.0M | 1,017,129 | 0.12% | 11q | +34.6%+$10.8M |
| Chico Wealth RIA | $41.9M | 1,016,596 | 21.85% | 18q | +1.5%+$617.9K |
| MISSION WEALTH MANAGEMENT, LP | $41.5M | 1,007,007 | 0.51% | 20q | +9.8%+$3.7M |
| Perigon Wealth Management, LLC | $41.3M | 1,002,180 | 0.65% | 23q | HELD |
| Smartleaf Asset Management LLC | $40.1M | 975,380 | 1.30% | 11q | HELD |
| Wealthquest Corp | $40.0M | 969,967 | 2.52% | 23q | +102.4%+$20.2M |
| EARNED WEALTH ADVISORS, LLC | $40.0M | 969,277 | 2.58% | 11q | HELD |
| Prudent Man Investment Management, Inc. | $39.6M | 1,040,170 | 13.52% | 7q | -1.5%-$585.5K |
| Curated Wealth Partners LLC | $39.6M | 3,402,685 | 2.42% | 10q | +383.4%+$31.4M |
| SC&H Financial Advisors, Inc. | $39.3M | 952,732 | 5.21% | 19q | +2.2%+$848.1K |
| Crusonia Wealth Advisors LLC | $39.2M | 950,528 | 6.44% | 3q | +7.1%+$2.6M |
| MML INVESTORS SERVICES, LLC | $37.9M | 919,814 | 0.08% | 22q | +11.6%+$3.9M |
| Pallas Capital Advisors LLC | $37.9M | 919,539 | 1.17% | 16q | +6.9%+$2.4M |
| Consilium Wealth Advisory, LLC | $36.9M | 894,894 | 10.96% | 16q | +4.2%+$1.5M |
| Monument Group Wealth Advisors, LLC | $35.5M | 860,976 | 17.05% | 11q | +6.0%+$2.0M |
| LRI Investments, LLC | $34.5M | 837,560 | 2.78% | 10q | -0.8%-$279.4K |
| Financial Alternatives, Inc | $34.5M | 836,269 | 17.00% | 15q | +0.8%+$261.8K |
| IMA Advisory Services, Inc. | $34.3M | 830,927 | 2.14% | new | NEW |
| Trinity Financial Advisors LLC | $34.0M | 823,726 | 8.73% | 5q | HELD |
| Valued Wealth Advisors LLC | $33.5M | 813,233 | 12.19% | 11q | +2.8%+$921.1K |
| Joseph Group Capital Management | $32.4M | 785,542 | 6.81% | 4q | HELD |
| Amicus Financial Advisors, LLC | $32.4M | 784,617 | 7.95% | 3q | -6.8%-$2.4M |
| Keyes, Stange & Wooten Wealth Management, LLC | $32.2M | 779,443 | 12.83% | 11q | +2.6%+$819.4K |
| Physician Wealth Advisors, Inc. | $31.9M | 772,680 | 3.81% | 18q | +1.2%+$379.5K |
| Plancorp, LLC | $31.7M | 768,347 | 0.77% | 17q | +27.6%+$6.9M |
| Kure Advisory, LLC | $31.7M | 767,412 | 15.01% | 11q | +5.9%+$1.8M |
Showing the largest 100 of 827 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 802 | $14.9B | 363,090,254 | 58 | 408 | 179 | 0.0% |
| Q1 2026 | 764 | $12.9B | 332,168,862 | 73 | 348 | 195 | 0.0% |
| Q4 2025 | 711 | $10.7B | 280,307,302 | 49 | 320 | 164 | 0.0% |
| Q3 2025 | 630 | $9.3B | 255,164,068 | 39 | 320 | 141 | 0.0% |
| Q2 2025 | 601 | $8.0B | 232,723,732 | 45 | 317 | 155 | 0.0% |
| Q1 2025 | 575 | $6.7B | 215,129,672 | 40 | 269 | 133 | 0.0% |
| Q4 2024 | 549 | $6.3B | 212,972,861 | 30 | 273 | 101 | 0.0% |
| Q3 2024 | 482 | $5.2B | 163,242,449 | 31 | 245 | 109 | 0.0% |
| Q2 2024 | 469 | $4.3B | 145,689,710 | 25 | 265 | 96 | 0.0% |
| Q1 2024 | 446 | $3.8B | 126,652,994 | 35 | 236 | 94 | 0.1% |
| Q4 2023 | 426 | $3.2B | 112,140,038 | 41 | 204 | 88 | 0.0% |
| Q3 2023 | 359 | $2.6B | 99,006,478 | 33 | 197 | 73 | 0.0% |
| Q2 2023 | 333 | $2.4B | 88,438,149 | 18 | 199 | 67 | 0.0% |
| Q1 2023 | 328 | $2.0B | 75,401,610 | 38 | 178 | 70 | 0.0% |
| Q4 2022 | 284 | $1.6B | 63,047,618 | 41 | 125 | 60 | 0.0% |
| Q3 2022 | 247 | $1.0B | 46,446,799 | 27 | 144 | 56 | 0.0% |
| Q2 2022 | 237 | $821.5M | 34,283,507 | 44 | 123 | 46 | 0.0% |
| Q1 2022 | 211 | $726.4M | 25,938,176 | 47 | 108 | 25 | 0.0% |
| Q4 2021 | 180 | $540.0M | 18,266,113 | 35 | 81 | 11 | 0.0% |
| Q3 2021 | 108 | $219.0M | 7,572,924 | 33 | 62 | 3 | 0.0% |
| Q2 2021 | 83 | $169.4M | 5,824,385 | 27 | 45 | 5 | 0.0% |
| Q1 2021 | 56 | $113.1M | 4,050,130 | 28 | 22 | 2 | 0.0% |
| Q4 2020 | 28 | $43.1M | 1,622,212 | 25 | 0 | 0 | 0.0% |