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 |
|---|---|---|---|---|---|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
33,823
shares
|
$1.56 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
33,459
shares
|
$1.54 Million
0.84% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
33,442
shares
|
$1.54 Million
0.38% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
32,562
shares
|
$1.5 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
32,029
shares
|
$1.48 Million
0.92% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
31,777
shares
|
$1.47 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
30,974
shares
|
$1.43 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
30,328
shares
|
$1.4 Million
0.9% of portfolio
|
Q3 2025
New holding
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
30,143
shares
|
$1.39 Million
0.31% of portfolio
|
Q3 2025
Reduced 13.86%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
29,590
shares
|
$1.37 Million
0.65% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
29,226
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 88.6%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
27,721
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
27,447
shares
|
$1.27 Million
0.43% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
27,416
shares
|
$1.27 Million
1.03% of portfolio
|
Q4 2022
Added 32.12%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
26,850
shares
|
$1.24 Million
0.1% of portfolio
|
Q2 2025
Added 25.16%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
26,795
shares
|
$1.24 Million
0.45% of portfolio
|
Q3 2025
Added 100.8%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
26,628
shares
|
$1.23 Million
0.5% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
26,597
shares
|
$1.23 Million
0.08% of portfolio
|
Q3 2025
Added 105.46%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
26,413
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
26,160
shares
|
$1.21 Million
0.39% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
26,084
shares
|
$1.2 Million
0.56% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
26,054
shares
|
$1.2 Million
0.5% of portfolio
|
Q2 2025
Added 205.48%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
24,757
shares
|
$1.14 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
24,738
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 98.46%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
24,421
shares
|
$1.13 Million
0.26% of portfolio
|
Q3 2025
New holding
|