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 540 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 $6.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
80,439
shares
|
$3.71 Million
1.37% of portfolio
|
Q3 2025
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
80,293
shares
|
$3.71 Million
1.74% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
79,462
shares
|
$3.67 Million
0.94% of portfolio
|
Q1 2023
Added 1.25%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
78,084
shares
|
$3.6 Million
1.25% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
76,037
shares
|
$3.51 Million
1.91% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
75,290
shares
|
$3.47 Million
2.0% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,918
shares
|
$3.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
72,509
shares
|
$3.35 Million
0.15% of portfolio
|
Q3 2025
Reduced 36.99%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
72,101
shares
|
$3.33 Million
2.5% of portfolio
|
Q2 2025
Added 38.91%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
71,112
shares
|
$3.28 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
70,717
shares
|
$3.26 Million
1.51% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
70,687
shares
|
$3.26 Million
1.96% of portfolio
|
Q2 2025
Added 41.88%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
70,269
shares
|
$3.24 Million
2.36% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
70,157
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
67,922
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2025
Added 91.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
67,503
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
67,445
shares
|
$3.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
66,072
shares
|
$3.05 Million
0.14% of portfolio
|
Q3 2025
Added 673.22%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
64,955
shares
|
$3 Million
0.66% of portfolio
|
Q3 2025
Added 15.9%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
64,477
shares
|
$2.98 Million
0.42% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
62,993
shares
|
$2.91 Million
0.59% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
62,827
shares
|
$2.9 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
62,102
shares
|
$2.87 Million
1.41% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
61,516
shares
|
$2.84 Million
0.7% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
58,929
shares
|
$2.72 Million
0.14% of portfolio
|
Q2 2025
Added 79.79%
|