DFAI · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFAI)
Who is buying and selling DFAI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 424
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFAI at a glance
- No open-market insider purchases or sales of DFAI were filed in the last 90 days.
- 424 13F filers hold DFAI among their 50 largest positions, worth $10.2B combined. The biggest bets by portfolio weight are Chico Wealth RIA (21.9%), SYM FINANCIAL Corp (21.4%) and Monument Group Wealth Advisors, LLC (17.4%). In their latest 13Fs, 0 managers opened a new position and 116 added to one.
- No member of Congress has disclosed a trade in DFAI.
DFAI insider trading
No open-market insider purchases or sales of DFAI were filed in the last 90 days.
Who owns DFAI? Hedge funds and superinvestors
424 13F filers hold DFAI among their 50 largest positions, worth $10.2B combined. The biggest bets by portfolio weight are Chico Wealth RIA (21.9%), SYM FINANCIAL Corp (21.4%) and Monument Group Wealth Advisors, LLC (17.4%). In their latest 13Fs, 0 managers opened a new position and 116 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc.Wealth manager | 3.7% | $630.0M | 15,272,021 | +2.4% shares | Q2 2026 |
| Prudential Financial IncInsurance company | 0.7% | $616.6M | 14,948,542 | +32.8% shares | Q2 2026 |
| &partnersHedge fund | 1.7% | $405.6M | 9,826,699 | +7.9% shares | Q2 2026 |
| SYM FINANCIAL CorpWealth manager | 21.4% | $280.7M | 6,774,855 | +0.7% shares | Q3 2026 |
| Coldstream Capital Management IncWealth manager | 2.9% | $232.5M | 5,636,392 | -49.5% shares | Q2 2026 |
| Vise Technologies, Inc.Investment manager | 1.7% | $207.3M | 5,002,762 | +11.3% shares | Q3 2026 |
| Root Financial Partners, LLCWealth manager | 6.8% | $202.9M | 4,896,405 | +8.1% shares | Q3 2026 |
| Annex Advisory Services, LLCWealth manager | 3.1% | $190.1M | 4,587,286 | +11.1% shares | Q3 2026 |
| MAI Capital ManagementWealth manager | 0.7% | $172.1M | 4,171,293 | — | Q2 2026 |
| Moisand Fitzgerald Tamayo, LLCWealth manager | 15.7% | $156.3M | 3,772,461 | +2.1% shares | Q3 2026 |
| McKinley Carter Wealth Services, Inc.Wealth manager | 7.9% | $155.6M | 3,754,685 | +3.2% shares | Q3 2026 |
| LVZ, Inc.Wealth manager | 12.5% | $121.8M | 2,938,906 | +0.7% shares | Q3 2026 |
| Pure Financial Advisors, LLCWealth manager | 1.5% | $120.7M | 2,926,491 | -0.7% shares | Q2 2026 |
| Apollon Wealth Management, LLCWealth manager | 1.4% | $118.4M | 2,858,471 | +19.0% shares | Q3 2026 |
| Clearstead Advisors, LLCWealth manager | 1.1% | $117.3M | 2,844,690 | +4.8% shares | Q2 2026 |
| Sequoia Financial Advisors, LLCWealth manager | 0.6% | $116.6M | 2,827,567 | +4.1% shares | Q2 2026 |
| One Capital Management, LLCWealth manager | 3.2% | $115.1M | 2,955,353 | +0.0% shares | Q2 2026 |
| Evoke Wealth, LLCWealth manager | 2.1% | $114.4M | 2,935,091 | +9.5% shares | Q1 2026 |
| OneDigital Investment Advisors LLCInstitutional asset manager | 1.0% | $113.5M | 2,752,464 | +0.4% shares | Q2 2026 |
| First National Bank of OmahaBank & trust | 3.0% | $107.9M | 2,615,704 | +3.1% shares | Q2 2026 |
| Maseco LLPWealth manager | 2.9% | $107.2M | 2,585,703 | +8.7% shares | Q3 2026 |
| Klaas Financial Asset Advisors, LLCWealth manager | 12.8% | $102.2M | 2,467,847 | +1.1% shares | Q3 2026 |
| Focus Partners Advisor Solutions, LLCInvestment manager | 0.8% | $99.6M | 2,413,701 | +8.6% shares | Q2 2026 |
| Beacon Pointe Advisors, LLCWealth manager | 0.4% | $94.4M | 2,289,576 | +6.5% shares | Q2 2026 |
| Marquette Asset Management, LLCWealth manager | 12.3% | $93.7M | 2,261,436 | +0.7% shares | Q3 2026 |
| Zhang Financial LLCWealth manager | 2.5% | $87.1M | 2,110,994 | +14.5% shares | Q2 2026 |
| Wealthspire Advisors, LLCWealth manager | 0.5% | $82.6M | 2,002,126 | +0.5% shares | Q2 2026 |
| RAM Investment Partners, LLCWealth manager | 12.8% | $80.7M | 1,946,825 | +0.7% shares | Q3 2026 |
| Berman McAleer LLCWealth manager | 8.7% | $75.2M | 1,814,367 | -0.5% shares | Q3 2026 |
| Financial Management Professionals, Inc.Wealth manager | 6.8% | $72.4M | 1,746,734 | +0.7% shares | Q3 2026 |
The 30 largest of 424 positions, by value. Each manager counts with its latest 13F (Q3 2026: 220, Q2 2026: 199, Q1 2026: 5). Screen DFAI in the grand portfolio →
DFAI stock trades by members of Congress
No member of Congress has disclosed a trade in DFAI.
DFAI questions and answers
Are insiders buying DFAI stock?
No open-market insider purchases or sales of DFAI were filed in the last 90 days.
Which hedge funds own DFAI?
424 13F filers hold DFAI among their 50 largest positions, worth $10.2B combined. The biggest bets by portfolio weight are Chico Wealth RIA (21.9%), SYM FINANCIAL Corp (21.4%) and Monument Group Wealth Advisors, LLC (17.4%). In their latest 13Fs, 0 managers opened a new position and 116 added to one.
Has Congress traded DFAI?
No member of Congress has disclosed a trade in DFAI.
Who is the largest holder of DFAI?
Among 13F filers, First Command Advisory Services, Inc. reports the largest DFAI position, $630.0M (15,272,021 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Chico Wealth RIA's: 21.9% of its portfolio.
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