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 546 institutions that hold shares in the stock, with a total of 149 Million shares, which have been reported (via 13F filing form) to have a value of $6.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
7,196
shares
|
$330,656
0.08% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,193
shares
|
$330,518
0.09% of portfolio
|
Q3 2025
Reduced 32.43%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
7,157
shares
|
$328,864
0.02% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
7,000
shares
|
$321,650
0.05% of portfolio
|
Q2 2025
Reduced 53.38%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
6,998
shares
|
$321,558
0.17% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
6,878
shares
|
$316,044
0.02% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Nov 10, 2025 Q3 2025 |
6,771
shares
|
$311,127
0.08% of portfolio
|
Q3 2025
Reduced 95.54%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
6,762
shares
|
$310,713
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
6,744
shares
|
$309,886
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
6,659
shares
|
$305,981
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
6,658
shares
|
$305,935
0.01% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
6,644
shares
|
$305,291
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
6,561
shares
|
$301,477
0.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
6,545
shares
|
$300,742
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
6,225
shares
|
$286,038
0.17% of portfolio
|
Q3 2025
Reduced 34.09%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,222
shares
|
$285,900
0.09% of portfolio
|
Q3 2023
Reduced 21.01%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
6,218
shares
|
$285,717
0.13% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
6,206
shares
|
$285,165
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
6,119
shares
|
$281,168
0.03% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
6,081
shares
|
$279,421
0.08% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
6,048
shares
|
$277,905
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
5,960
shares
|
$273,862
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
5,954
shares
|
$273,586
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
5,935
shares
|
$272,713
0.03% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,873
shares
|
$269,864
0.01% of portfolio
|
Q3 2025
Reduced 4.11%
|
|