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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
5,809
shares
|
$249,612
0.17% of portfolio
|
Q1 2025
Reduced 26.07%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
5,716
shares
|
$245,616
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,712
shares
|
$245,444
0.19% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
5,660
shares
|
$243,210
0.13% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
5,553
shares
|
$238,612
0.11% of portfolio
|
Q1 2025
Reduced 52.64%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
5,461
shares
|
$234,659
0.1% of portfolio
|
Q1 2025
Reduced 66.6%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
5,442
shares
|
$233,842
0.15% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
5,436
shares
|
$233,584
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
5,407
shares
|
$232,338
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
5,381
shares
|
$231,221
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
5,353
shares
|
$230,018
0.0% of portfolio
|
Q1 2025
Reduced 70.95%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,223
shares
|
$224,432
0.02% of portfolio
|
Q2 2025
Reduced 46.49%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
5,180
shares
|
$222,584
0.12% of portfolio
|
Q1 2025
Reduced 56.1%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
5,168
shares
|
$222,068
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,835
shares
|
$207,759
0.14% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
4,600
shares
|
$197,662
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
4,567
shares
|
$196,243
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,784
shares
|
$162,598
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
3,597
shares
|
$154,563
0.1% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,581
shares
|
$153,875
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
3,446
shares
|
$148,074
0.0% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
2,721
shares
|
$116,921
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
2,511
shares
|
$107,897
0.07% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,352
shares
|
$101,065
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,219
shares
|
$95,350
0.0% of portfolio
|
Q1 2025
Added 0.5%
|