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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
58,856
shares
|
$2.72 Million
0.01% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
58,767
shares
|
$2.71 Million
1.26% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
58,035
shares
|
$2.68 Million
0.49% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
57,867
shares
|
$2.67 Million
1.92% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
57,419
shares
|
$2.65 Million
0.37% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
57,251
shares
|
$2.64 Million
0.24% of portfolio
|
Q3 2025
Reduced 39.76%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
56,846
shares
|
$2.62 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
56,414
shares
|
$2.6 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
56,332
shares
|
$2.6 Million
0.05% of portfolio
|
Q4 2023
Added 4.2%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
55,163
shares
|
$2.55 Million
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
54,627
shares
|
$2.52 Million
0.02% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
53,298
shares
|
$2.46 Million
0.41% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
52,598
shares
|
$2.43 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
52,543
shares
|
$2.42 Million
1.51% of portfolio
|
Q3 2025
Added 17.63%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
52,164
shares
|
$2.41 Million
0.62% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
51,507
shares
|
$2.38 Million
0.75% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
51,072
shares
|
$2.36 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
50,429
shares
|
$2.33 Million
0.79% of portfolio
|
Q3 2025
Added 832.66%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Oct 09, 2025 Q3 2025 |
48,538
shares
|
$2.24 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
48,313
shares
|
$2.23 Million
0.85% of portfolio
|
Q2 2023
Reduced 1.75%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
47,739
shares
|
$2.2 Million
0.04% of portfolio
|
Q3 2025
Added 124.16%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
47,264
shares
|
$2.18 Million
0.98% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
45,782
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
45,679
shares
|
$2.11 Million
0.42% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
43,365
shares
|
$2 Million
1.07% of portfolio
|
Q2 2025
New holding
|