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 |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,903
shares
|
$339,591
0.09% of portfolio
|
Q1 2025
Added 13.63%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
7,834
shares
|
$336,626
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
7,742
shares
|
$332,673
0.03% of portfolio
|
Q1 2025
Reduced 56.56%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
7,484
shares
|
$321,587
0.16% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
7,433
shares
|
$319,396
0.01% of portfolio
|
Q2 2025
Added 12715.52%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
7,229
shares
|
$310,630
0.01% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
7,187
shares
|
$308,825
0.19% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
7,063
shares
|
$303,497
0.02% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
6,744
shares
|
$289,789
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
6,726
shares
|
$289,016
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,659
shares
|
$286,137
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
6,571
shares
|
$282,355
0.03% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
6,561
shares
|
$281,926
0.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
6,545
shares
|
$281,238
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,409
shares
|
$275,394
0.13% of portfolio
|
Q2 2025
Reduced 45.92%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
6,291
shares
|
$270,324
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
6,226
shares
|
$267,531
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,222
shares
|
$267,359
0.09% of portfolio
|
Q3 2023
Reduced 21.01%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
6,206
shares
|
$266,671
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
6,047
shares
|
$259,839
0.01% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
5,960
shares
|
$256,101
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,878
shares
|
$252,577
0.02% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,845
shares
|
$251,159
0.06% of portfolio
|
Q4 2022
Reduced 75.94%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
5,831
shares
|
$250,558
0.02% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
5,821
shares
|
$250,128
0.03% of portfolio
|
Q1 2025
Reduced 3.85%
|