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 539 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $6.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,007,237
shares
|
$323 Million
2.19% of portfolio
|
Q3 2025
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
4,499,238
shares
|
$208 Million
17.72% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,151,665
shares
|
$192 Million
5.04% of portfolio
|
Q1 2023
Added 12.31%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,813,798
shares
|
$176 Million
0.8% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,767,059
shares
|
$174 Million
1.91% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,605,368
shares
|
$166 Million
40.64% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
3,418,262
shares
|
$158 Million
1.86% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
2,785,357
shares
|
$129 Million
39.31% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
2,725,400
shares
|
$126 Million
27.3% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
2,408,851
shares
|
$111 Million
22.44% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,386,738
shares
|
$110 Million
0.81% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
2,189,329
shares
|
$101 Million
13.02% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,074,570
shares
|
$95.7 Million
1.25% of portfolio
|
Q2 2025
Added 118.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,042,881
shares
|
$94.3 Million
0.15% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
2,007,907
shares
|
$92.7 Million
1.95% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
2,003,960
shares
|
$92.5 Million
11.74% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
1,824,109
shares
|
$84.2 Million
11.28% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,654,643
shares
|
$76.4 Million
0.69% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
1,616,979
shares
|
$74.6 Million
4.37% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,550,561
shares
|
$71.6 Million
11.13% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
1,478,538
shares
|
$68.2 Million
11.3% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
1,410,087
shares
|
$65.1 Million
20.83% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,372,749
shares
|
$63.4 Million
0.43% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
1,356,001
shares
|
$62.6 Million
0.35% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,279,039
shares
|
$59 Million
12.0% of portfolio
|
Q3 2025
Reduced 0.96%
|