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 478 institutions that hold shares in the stock, with a total of 2.18 Billion shares, which have been reported (via 13F filing form) to have a value of $92.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,981,392,522
shares
|
$83.8 Billion
4.8% of portfolio
|
Q4 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
77,812,926
shares
|
$3.29 Billion
21.06% of portfolio
|
Q4 2024
Added 6181.61%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,944,490
shares
|
$209 Million
1.73% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,151,665
shares
|
$176 Million
5.04% of portfolio
|
Q1 2023
Added 12.31%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,639,955
shares
|
$154 Million
1.81% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
3,616,414
shares
|
$153 Million
45.35% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,138,227
shares
|
$133 Million
1.53% of portfolio
|
Q4 2024
Added 23.95%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,955,799
shares
|
$125 Million
0.69% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
2,873,220
shares
|
$122 Million
28.61% of portfolio
|
Q4 2024
New holding
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
2,694,681
shares
|
$114 Million
39.48% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,036,531
shares
|
$86.1 Million
20.36% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,014,621
shares
|
$85.2 Million
0.79% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
1,922,896
shares
|
$81.3 Million
18.67% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
1,846,764
shares
|
$78.1 Million
11.38% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
1,739,702
shares
|
$73.6 Million
1.96% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,654,643
shares
|
$70 Million
0.69% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,485,986
shares
|
$62.8 Million
0.62% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
1,456,733
shares
|
$61.6 Million
4.31% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,448,756
shares
|
$61.3 Million
5.85% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,393,244
shares
|
$58.9 Million
0.08% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,329,278
shares
|
$56.2 Million
12.45% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,315,168
shares
|
$55.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,241,582
shares
|
$52.5 Million
0.12% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
1,225,369
shares
|
$51.8 Million
10.14% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
1,204,295
shares
|
$50.9 Million
3.77% of portfolio
|
Q4 2024
Reduced 3.7%
|