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 |
---|---|---|---|---|---|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
19,461
shares
|
$836,239
0.31% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
19,246
shares
|
$827,000
0.04% of portfolio
|
Q1 2025
New holding
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
19,208
shares
|
$825,367
0.03% of portfolio
|
Q2 2025
Reduced 16.12%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
18,839
shares
|
$809,511
0.11% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
18,016
shares
|
$774,147
0.51% of portfolio
|
Q1 2025
Added 11.02%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
17,900
shares
|
$769,163
0.0% of portfolio
|
Q1 2025
Reduced 60.22%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
17,827
shares
|
$766,026
0.42% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
17,692
shares
|
$760,225
0.29% of portfolio
|
Q1 2025
Added 9.27%
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
17,628
shares
|
$757,475
1.43% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
17,130
shares
|
$736,076
0.37% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
17,100
shares
|
$734,787
0.08% of portfolio
|
Q1 2025
New holding
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
16,930
shares
|
$727,482
0.23% of portfolio
|
Q1 2023
New holding
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
16,864
shares
|
$724,646
0.05% of portfolio
|
Q1 2025
New holding
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
16,150
shares
|
$693,965
0.18% of portfolio
|
Q2 2025
New holding
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
16,115
shares
|
$692,461
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
15,927
shares
|
$684,383
0.21% of portfolio
|
Q1 2025
Reduced 27.31%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,220
shares
|
$654,003
0.0% of portfolio
|
Q3 2023
Reduced 10.29%
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
15,015
shares
|
$645,194
0.12% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
14,912
shares
|
$640,768
0.19% of portfolio
|
Q1 2025
Added 40.2%
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
14,848
shares
|
$638,018
0.01% of portfolio
|
Q1 2025
New holding
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
14,821
shares
|
$636,858
0.05% of portfolio
|
Q1 2025
New holding
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
14,752
shares
|
$633,893
0.48% of portfolio
|
Q2 2025
Added 2.17%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
14,625
shares
|
$628,436
0.14% of portfolio
|
Q1 2025
Added 0.01%
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
14,622
shares
|
$628,307
0.09% of portfolio
|
Q1 2025
Added 0.23%
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
14,557
shares
|
$625,514
0.01% of portfolio
|
Q1 2025
Reduced 46.91%
|