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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,581
shares
|
$145,782
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,235
shares
|
$131,696
0.04% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,084
shares
|
$125,549
0.0% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,010
shares
|
$122,537
0.0% of portfolio
|
Q3 2024
Added 60.88%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,698
shares
|
$109,835
0.0% of portfolio
|
Q3 2024
Reduced 24.3%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
2,673
shares
|
$108,817
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
2,511
shares
|
$102,222
0.09% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
2,350
shares
|
$95,668
0.04% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,208
shares
|
$89,887
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,139
shares
|
$87,078
0.01% of portfolio
|
Q3 2024
Added 2250.55%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,943
shares
|
$79,099
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
1,826
shares
|
$74,336
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
1,699
shares
|
$69,166
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,210
shares
|
$49,259
0.0% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,202
shares
|
$48,933
0.01% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
1,106
shares
|
$45,025
0.01% of portfolio
|
Q4 2023
Added 27.27%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
991
shares
|
$40,343
0.02% of portfolio
|
Q1 2024
Reduced 24.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
830
shares
|
$33,789
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
815
shares
|
$33,178
0.0% of portfolio
|
Q1 2023
Added 3.07%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
770
shares
|
$31,346
0.02% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
720
shares
|
$29,311
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
695
shares
|
$28,293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
439
shares
|
$17,871
0.0% of portfolio
|
Q3 2024
Reduced 42.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
431
shares
|
$17,546
0.0% of portfolio
|
Q4 2023
Reduced 2.71%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
415
shares
|
$16,894
0.01% of portfolio
|
Q3 2024
Added 0.24%
|