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 513 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
51,903
shares
|
$2.24 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
51,072
shares
|
$2.21 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
50,275
shares
|
$2.17 Million
0.81% of portfolio
|
Q1 2025
Reduced 45.88%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
49,822
shares
|
$2.15 Million
1.37% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
48,538
shares
|
$2.1 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
48,313
shares
|
$2.09 Million
0.85% of portfolio
|
Q2 2023
Reduced 1.75%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
47,652
shares
|
$2.06 Million
0.56% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
47,264
shares
|
$2.04 Million
0.98% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
46,693
shares
|
$2.02 Million
0.07% of portfolio
|
Q1 2025
Reduced 31.23%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
46,550
shares
|
$2.01 Million
1.16% of portfolio
|
Q1 2025
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
44,935
shares
|
$1.94 Million
1.79% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
43,292
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
42,517
shares
|
$1.84 Million
0.72% of portfolio
|
Q1 2025
Reduced 27.06%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
42,068
shares
|
$1.82 Million
0.37% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
41,516
shares
|
$1.79 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
41,404
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
39,889
shares
|
$1.72 Million
1.39% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
39,412
shares
|
$1.7 Million
1.44% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
39,091
shares
|
$1.69 Million
1.45% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
38,823
shares
|
$1.68 Million
1.08% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
38,505
shares
|
$1.66 Million
0.18% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
38,143
shares
|
$1.65 Million
0.34% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
36,999
shares
|
$1.6 Million
0.9% of portfolio
|
Q2 2025
Added 24.18%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
36,910
shares
|
$1.59 Million
0.8% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
36,843
shares
|
$1.59 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.28%
|