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 534 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $6.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
4,331,669
shares
|
$192 Million
17.14% of portfolio
|
Q2 2025
Added 56.12%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,151,665
shares
|
$184 Million
5.04% of portfolio
|
Q1 2023
Added 12.31%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,813,798
shares
|
$169 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
|
$167 Million
1.91% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
3,468,551
shares
|
$154 Million
1.86% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,461,789
shares
|
$153 Million
39.41% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
2,728,541
shares
|
$121 Million
27.07% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
2,709,582
shares
|
$120 Million
38.79% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,511,824
shares
|
$111 Million
0.91% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
2,133,206
shares
|
$94.4 Million
13.08% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
2,111,792
shares
|
$93.5 Million
22.65% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,074,570
shares
|
$91.8 Million
1.25% of portfolio
|
Q2 2025
Added 118.57%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
2,020,856
shares
|
$89.5 Million
5.17% of portfolio
|
Q2 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
2,007,907
shares
|
$88.9 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
|
$88.7 Million
11.74% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,935,348
shares
|
$85.7 Million
0.15% of portfolio
|
Q2 2025
Added 58.04%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
1,824,109
shares
|
$80.8 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
|
$73.3 Million
0.69% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
1,616,979
shares
|
$71.6 Million
4.37% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
1,500,959
shares
|
$66.4 Million
11.57% of portfolio
|
Q2 2025
Added 46.28%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
1,478,538
shares
|
$65.5 Million
11.3% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,365,823
shares
|
$60.5 Million
0.47% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
1,301,476
shares
|
$57.6 Million
20.44% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,291,662
shares
|
$57.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Bcm Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,291,409
shares
|
$57.2 Million
11.82% of portfolio
|
Q2 2025
Added 0.6%
|