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 |
---|---|---|---|---|---|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
11,679
shares
|
$501,846
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
11,628
shares
|
$499,655
0.01% of portfolio
|
Q1 2025
Reduced 88.34%
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
11,460
shares
|
$492,436
0.03% of portfolio
|
Q1 2025
Added 12.02%
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
11,433
shares
|
$491,276
0.17% of portfolio
|
Q1 2025
Added 0.15%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,370
shares
|
$488,568
0.01% of portfolio
|
Q1 2025
Added 2.46%
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
11,078
shares
|
$476,021
0.05% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
11,018
shares
|
$473,443
0.01% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
10,992
shares
|
$472,326
0.24% of portfolio
|
Q2 2025
New holding
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
10,940
shares
|
$470,091
0.16% of portfolio
|
Q2 2025
New holding
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
10,857
shares
|
$466,525
0.21% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
10,690
shares
|
$459,349
0.11% of portfolio
|
Q2 2025
Added 4.91%
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
10,680
shares
|
$458,919
0.01% of portfolio
|
Q4 2024
Added 93.3%
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
10,605
shares
|
$455,696
0.19% of portfolio
|
Q1 2025
New holding
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
10,403
shares
|
$447,016
0.11% of portfolio
|
Q2 2025
Added 6.27%
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
10,130
shares
|
$435,286
0.21% of portfolio
|
Q1 2025
Added 4.09%
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,100
shares
|
$433,997
0.08% of portfolio
|
Q1 2023
Added 5.21%
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
9,952
shares
|
$427,637
0.13% of portfolio
|
Q2 2025
Added 0.28%
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
9,924
shares
|
$426,434
0.06% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
9,866
shares
|
$423,942
0.13% of portfolio
|
Q1 2025
Added 6.38%
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
9,860
shares
|
$423,684
0.06% of portfolio
|
Q4 2024
Added 11.92%
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
9,836
shares
|
$422,652
0.05% of portfolio
|
Q2 2025
Added 0.22%
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
9,726
shares
|
$417,926
0.05% of portfolio
|
Q1 2025
Added 278.44%
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
9,641
shares
|
$414,273
0.21% of portfolio
|
Q1 2025
Reduced 43.17%
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
9,462
shares
|
$406,582
0.11% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
9,445
shares
|
$405,851
0.25% of portfolio
|
Q2 2025
Reduced 0.64%
|