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 479 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 $90.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
1,444
shares
|
$59,622
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,376
shares
|
$56,815
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,202
shares
|
$49,630
0.01% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,108
shares
|
$45,749
0.0% of portfolio
|
Q4 2024
Added 203.56%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,075
shares
|
$44,386
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
958
shares
|
$39,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
803
shares
|
$33,155
0.0% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
770
shares
|
$31,793
0.02% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
720
shares
|
$29,728
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
684
shares
|
$28,242
0.0% of portfolio
|
Q4 2024
Added 55.81%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
509
shares
|
$21,016
0.01% of portfolio
|
Q4 2024
Reduced 48.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
431
shares
|
$17,795
0.0% of portfolio
|
Q4 2023
Reduced 2.71%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
416
shares
|
$17,176
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
415
shares
|
$17,135
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
389
shares
|
$16,061
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
230
shares
|
$9,496
0.0% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
162
shares
|
$6,688
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
149
shares
|
$6,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
116
shares
|
$4,789
0.0% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
105
shares
|
$4,335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
101
shares
|
$4,170
0.0% of portfolio
|
Q3 2024
Added 10000.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
92
shares
|
$3,798
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
91
shares
|
$3,757
0.0% of portfolio
|
Q4 2024
Reduced 95.75%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
70
shares
|
$2,890
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
58
shares
|
$2,394
0.0% of portfolio
|
Q2 2024
New holding
|