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 |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
14,228
shares
|
$611,377
0.41% of portfolio
|
Q4 2024
Reduced 49.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
14,115
shares
|
$606,521
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
13,987
shares
|
$601,021
0.12% of portfolio
|
Q1 2025
Added 22.57%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
13,589
shares
|
$583,919
0.15% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
13,399
shares
|
$575,755
0.22% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
13,175
shares
|
$566,129
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
13,161
shares
|
$565,528
0.05% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
13,131
shares
|
$564,239
0.05% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
13,106
shares
|
$563,164
0.22% of portfolio
|
Q4 2022
Reduced 19.95%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
12,995
shares
|
$558,395
0.02% of portfolio
|
Q3 2022
Added 25.74%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
12,945
shares
|
$556,246
0.04% of portfolio
|
Q2 2025
Reduced 56.04%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
12,913
shares
|
$554,871
0.03% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
12,900
shares
|
$554,313
0.41% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
12,874
shares
|
$553,195
0.28% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
12,840
shares
|
$551,734
0.36% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
12,733
shares
|
$547,137
0.1% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
12,730
shares
|
$547,008
0.24% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
12,573
shares
|
$540,261
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
12,522
shares
|
$538,070
0.02% of portfolio
|
Q3 2023
Added 147.18%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
12,465
shares
|
$535,621
0.0% of portfolio
|
Q4 2024
Added 77.19%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
12,435
shares
|
$534,331
0.01% of portfolio
|
Q4 2024
Reduced 27.29%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,973
shares
|
$514,479
0.49% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
11,907
shares
|
$511,643
0.21% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
11,846
shares
|
$509,022
0.21% of portfolio
|
Q1 2025
Added 28.19%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
11,722
shares
|
$503,694
0.0% of portfolio
|
Q1 2025
Added 91.13%
|