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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
36,843
shares
|
$1.58 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
36,538
shares
|
$1.57 Million
1.06% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
36,458
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
36,409
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
36,319
shares
|
$1.56 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
35,667
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
35,283
shares
|
$1.52 Million
0.4% of portfolio
|
Q3 2023
Added 14.12%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
34,995
shares
|
$1.5 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
34,992
shares
|
$1.5 Million
0.12% of portfolio
|
Q1 2025
Added 21.81%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
34,848
shares
|
$1.5 Million
1.41% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
34,756
shares
|
$1.49 Million
0.83% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
34,666
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
34,342
shares
|
$1.48 Million
0.98% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
34,196
shares
|
$1.47 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
33,559
shares
|
$1.44 Million
0.15% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
33,459
shares
|
$1.44 Million
0.9% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
33,431
shares
|
$1.44 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
33,174
shares
|
$1.43 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
32,776
shares
|
$1.41 Million
0.08% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
32,600
shares
|
$1.4 Million
0.54% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
29,996
shares
|
$1.29 Million
0.58% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
29,197
shares
|
$1.25 Million
0.24% of portfolio
|
Q1 2025
Added 483.01%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
28,651
shares
|
$1.23 Million
0.62% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
28,222
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Added 44.14%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
28,082
shares
|
$1.21 Million
0.66% of portfolio
|
Q1 2025
Added 17.41%
|