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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
42,517
shares
|
$1.96 Million
0.75% of portfolio
|
Q1 2025
Reduced 27.06%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
40,579
shares
|
$1.87 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
40,166
shares
|
$1.85 Million
1.07% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
39,979
shares
|
$1.85 Million
0.18% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
39,729
shares
|
$1.83 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
39,637
shares
|
$1.83 Million
0.67% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
39,412
shares
|
$1.82 Million
1.44% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
39,123
shares
|
$1.81 Million
1.38% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
38,774
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Reduced 78.79%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
38,224
shares
|
$1.76 Million
0.38% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
37,817
shares
|
$1.75 Million
0.14% of portfolio
|
Q2 2025
Added 41.82%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
37,637
shares
|
$1.74 Million
0.28% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
37,225
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2025
Added 30.48%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Oct 02, 2025 Q3 2025 |
37,115
shares
|
$1.71 Million
0.8% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
37,089
shares
|
$1.71 Million
0.58% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
37,014
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 62.26%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
36,999
shares
|
$1.71 Million
0.9% of portfolio
|
Q2 2025
Added 24.18%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
36,427
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
36,220
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Added 69.47%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
36,048
shares
|
$1.66 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
35,429
shares
|
$1.64 Million
1.29% of portfolio
|
Q3 2025
Reduced 21.16%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
35,283
shares
|
$1.63 Million
0.4% of portfolio
|
Q3 2023
Added 14.12%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 24, 2025 Q3 2025 |
34,696
shares
|
$1.6 Million
0.84% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
34,279
shares
|
$1.58 Million
1.12% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
34,180
shares
|
$1.58 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.96%
|