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 514 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $6.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
72,225
shares
|
$3.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
72,122
shares
|
$3.1 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
71,775
shares
|
$3.08 Million
1.92% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
69,878
shares
|
$3 Million
0.0% of portfolio
|
Q1 2025
Added 24.82%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
69,328
shares
|
$2.98 Million
1.16% of portfolio
|
Q2 2025
Added 16.25%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
67,003
shares
|
$2.88 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
66,626
shares
|
$2.86 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
64,449
shares
|
$2.77 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
63,936
shares
|
$2.75 Million
0.91% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
63,586
shares
|
$2.73 Million
0.75% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
62,102
shares
|
$2.67 Million
1.45% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
61,218
shares
|
$2.63 Million
0.01% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
58,953
shares
|
$2.53 Million
0.24% of portfolio
|
Q1 2025
Added 146.09%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
58,401
shares
|
$2.51 Million
0.43% of portfolio
|
Q1 2025
Added 19.72%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
57,996
shares
|
$2.49 Million
1.24% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
57,831
shares
|
$2.48 Million
1.17% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
56,332
shares
|
$2.42 Million
0.04% of portfolio
|
Q4 2023
Added 4.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
55,083
shares
|
$2.37 Million
0.01% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
55,070
shares
|
$2.37 Million
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
54,627
shares
|
$2.35 Million
0.02% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
53,806
shares
|
$2.31 Million
0.03% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
53,030
shares
|
$2.28 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
52,818
shares
|
$2.27 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
52,365
shares
|
$2.25 Million
0.43% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
51,903
shares
|
$2.23 Million
1.89% of portfolio
|
Q4 2024
New holding
|