763 tracked 13F filers disclose a position in DFAI as of the latest SEC 13F filings, a combined $13.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.0B | 26.0M | ▲+159% Added · +15.9M sh | Q1 2026 | |
| 2 | First Command Advisory Services, Inc. | $581.0M | 14.9M | ▲New +14.9M sh | Q1 2026 | |
| 3 | PRUDENTIAL FINANCIAL INC | $438.7M | 11.3M | ▼−23% Reduced · −3.4M sh | Q1 2026 | |
| 4 | COLDSTREAM CAPITAL MANAGEMENT INC | $434.6M | 11.2M | ▲+1.4% Added · +154K sh | Q1 2026 | |
| 5 | &PARTNERS | $405.6M | 9.8M | ▲+7.9% Added · +722K sh | Q2 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $346.5M | 8.9M | ▲+3.2% Added · +273K sh | Q1 2026 | |
| 7 | NORTHERN TRUST CORP | $267.9M | 6.9M | ▲+11% Added · +695K sh | Q1 2026 | |
| 8 | SYM FINANCIAL Corp | $277.6M | 6.7M | ▲+3.2% Added · +211K sh | Q2 2026 | |
| 9 | ROYAL BANK OF CANADA | $229.9M | 5.9M | ▲+13% Added · +684K sh | Q1 2026 | |
| 10 | Root Financial Partners, LLC | $186.8M | 4.5M | ▲+8.7% Added · +361K sh | Q2 2026 | |
| 11 | Mariner, LLC | $166.7M | 4.3M | ▲+11% Added · +422K sh | Q1 2026 | |
| 12 | UBS Group AG | $163.4M | 4.2M | ▲+5.3% Added · +210K sh | Q1 2026 | |
| 13 | Annex Advisory Services, LLC | $170.3M | 4.1M | ▲+5.5% Added · +216K sh | Q2 2026 | |
| 14 | LPL Financial LLC | $156.4M | 4.0M | ▲+21% Added · +693K sh | Q1 2026 | |
| 15 | Moisand Fitzgerald Tamayo, LLC | $152.3M | 3.7M | ▲+2.6% Added · +94K sh | Q2 2026 | |
| 16 | McKinley Carter Wealth Services, Inc. | $150.0M | 3.6M | ▲+4.4% Added · +153K sh | Q2 2026 | |
| 17 | Vise Technologies, Inc. | $129.9M | 3.4M | —Held | Q1 2026 | |
| 18 | Corient Private Wealth LLC | $125.3M | 3.2M | ▼−3.1% Reduced · −102K sh | Q1 2026 | |
| 19 | One Capital Management, LLC | $115.1M | 3.0M | —Held | Q2 2026 | |
| 20 | Pure Financial Advisors, LLC | $120.7M | 2.9M | ▼−0.7% Reduced · −19K sh | Q2 2026 | |
| 21 | LVZ, Inc. | $120.4M | 2.9M | ▲+0.8% Added · +23K sh | Q2 2026 | |
| 22 | Clearstead Advisors, LLC | $117.3M | 2.8M | ▲+4.8% Added · +130K sh | Q2 2026 | |
| 23 | OneDigital Investment Advisors LLC | $106.8M | 2.7M | ▲+1.3% Added · +34K sh | Q1 2026 | |
| 24 | Sequoia Financial Advisors, LLC | $105.8M | 2.7M | ▲+2.3% Added · +61K sh | Q1 2026 | |
| 25 | Curated Wealth Partners LLC | Withheld | 2.7M | ▲+279% Added · +2.0M sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in DFAI and 31 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 419 funds | $78.4B |
| MICROSOFT CORPMSFT | 407 funds | $61.7B |
| AMAZON.COM INCAMZN | 400 funds | $43.6B |
| NVIDIA CORPNVDA | 397 funds | $87.9B |
| ALPHABET INC-CL AGOOGL | 388 funds | $40.4B |
| ALPHABET INC-CL CGOOG | 378 funds | $24.9B |
| JPMORGAN CHASE & COJPM | 378 funds | $20.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 376 funds | $12.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 373 funds | $13.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 371 funds | $12.5B |
| ISHARES CORE S&P 500 ETFIVV | 368 funds | $26.8B |
| VANGUARD S&P 500 ETFVOO | 368 funds | $17.8B |
Ranked by how many of DFAI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DFACmc | 1117 funds | $34.6B |
| DFASmc | 843 funds | $11.3B |
| DFIVmc | 820 funds | $14.9B |
| DFUSmc | 808 funds | $16.0B |
| DFATmc | 773 funds | $10.9B |
| DFAIthis pagemc | 763 funds | $13.5B |
| DFUVmc | 725 funds | $11.6B |
| DFAEmc | 657 funds | $7.4B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DFAI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DFAI/capital-change-brief"
Use Arkolith's capital_change_brief for DFAI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DFAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.