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 449 institutions that hold shares in the stock, with a total of 2.18 Billion shares, which have been reported (via 13F filing form) to have a value of $90.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
1,699
shares
|
$71,001
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,629
shares
|
$68,075
0.0% of portfolio
|
Q4 2024
Added 96.27%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,376
shares
|
$57,503
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,202
shares
|
$50,231
0.01% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,108
shares
|
$46,303
0.0% of portfolio
|
Q4 2024
Added 203.56%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,075
shares
|
$44,924
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
958
shares
|
$40,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
815
shares
|
$34,058
0.0% of portfolio
|
Q1 2023
Added 3.07%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
770
shares
|
$32,178
0.02% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
720
shares
|
$30,088
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
684
shares
|
$28,584
0.0% of portfolio
|
Q4 2024
Added 55.81%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
509
shares
|
$21,271
0.01% of portfolio
|
Q4 2024
Reduced 48.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
431
shares
|
$18,011
0.0% of portfolio
|
Q4 2023
Reduced 2.71%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
416
shares
|
$17,384
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
230
shares
|
$9,611
0.0% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
116
shares
|
$4,847
0.0% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
107
shares
|
$4,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
101
shares
|
$4,220
0.0% of portfolio
|
Q3 2024
Added 10000.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
92
shares
|
$3,844
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
91
shares
|
$3,802
0.0% of portfolio
|
Q4 2024
Reduced 95.75%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
70
shares
|
$2,925
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
58
shares
|
$2,423
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
50
shares
|
$2,089
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9
shares
|
$376
0.0% of portfolio
|
Q3 2024
Reduced 85.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|