Institutional Ownership Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU). We have compiled data on the 504 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $5.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,627,695
shares
|
$230 Million
1.87% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,151,665
shares
|
$170 Million
5.04% of portfolio
|
Q1 2023
Added 12.31%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
3,757,283
shares
|
$154 Million
44.46% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,529,903
shares
|
$144 Million
1.69% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,524,418
shares
|
$144 Million
1.87% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,207,530
shares
|
$131 Million
0.71% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
2,774,616
shares
|
$113 Million
10.92% of portfolio
|
Q1 2025
Added 91.52%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
2,745,785
shares
|
$112 Million
26.65% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
2,698,220
shares
|
$110 Million
38.04% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
2,234,748
shares
|
$91.3 Million
13.33% of portfolio
|
Q1 2025
Added 289.96%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
2,218,139
shares
|
$90.7 Million
20.69% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,208,340
shares
|
$90.3 Million
0.81% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
1,975,325
shares
|
$80.7 Million
18.4% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
1,861,542
shares
|
$76.1 Million
1.87% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
1,811,961
shares
|
$74.1 Million
11.16% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,700,889
shares
|
$69.5 Million
0.55% of portfolio
|
Q1 2025
Added 14.46%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,654,643
shares
|
$67.6 Million
0.69% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
1,560,796
shares
|
$63.8 Million
4.33% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,527,790
shares
|
$62.4 Million
0.08% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,294,724
shares
|
$52.9 Million
0.12% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
1,285,590
shares
|
$52.5 Million
19.22% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,283,690
shares
|
$52.5 Million
11.16% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
1,253,243
shares
|
$51.2 Million
19.41% of portfolio
|
Q1 2025
Reduced 98.39%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
1,225,369
shares
|
$50.1 Million
10.14% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,224,621
shares
|
$50.1 Million
0.1% of portfolio
|
Q1 2025
Added 20.86%
|