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 412 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
13,270
shares
|
$540,221
0.17% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
13,156
shares
|
$535,580
0.11% of portfolio
|
Q3 2024
Reduced 15.94%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
13,147
shares
|
$535,214
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
13,106
shares
|
$533,545
0.22% of portfolio
|
Q4 2022
Reduced 19.95%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
13,003
shares
|
$529,352
0.01% of portfolio
|
Q2 2024
Added 12.32%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
12,995
shares
|
$529,026
0.02% of portfolio
|
Q3 2022
Added 25.74%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
12,877
shares
|
$524,222
0.1% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
12,776
shares
|
$520,110
0.22% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
12,522
shares
|
$509,770
0.02% of portfolio
|
Q3 2023
Added 147.18%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
12,515
shares
|
$509,485
0.39% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
12,300
shares
|
$500,733
0.25% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
11,426
shares
|
$465,152
0.02% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
11,359
shares
|
$462,424
0.17% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
11,078
shares
|
$450,985
0.05% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
10,817
shares
|
$440,360
0.1% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
10,700
shares
|
$435,597
0.0% of portfolio
|
Q2 2023
Added 9.63%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
10,516
shares
|
$428,106
0.05% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
10,504
shares
|
$427,617
0.03% of portfolio
|
Q3 2024
Reduced 45.1%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
10,406
shares
|
$423,628
0.1% of portfolio
|
Q3 2024
Added 13.63%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
10,328
shares
|
$420,452
0.22% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
10,260
shares
|
$417,684
0.02% of portfolio
|
Q3 2024
Reduced 34.54%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,100
shares
|
$411,171
0.08% of portfolio
|
Q1 2023
Added 5.21%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
10,077
shares
|
$410,234
0.06% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
9,871
shares
|
$401,848
0.12% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
9,727
shares
|
$395,986
0.13% of portfolio
|
Q3 2024
Added 0.02%
|