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 |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
1,223,276
shares
|
$56.2 Million
19.27% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
1,207,659
shares
|
$55.5 Million
18.91% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,191,146
shares
|
$54.7 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
1,119,298
shares
|
$51.4 Million
3.02% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
1,111,458
shares
|
$51.1 Million
7.06% of portfolio
|
Q3 2025
Reduced 39.07%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,094,777
shares
|
$50.3 Million
14.55% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,085,236
shares
|
$49.9 Million
0.07% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,069,342
shares
|
$49.1 Million
10.27% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
1,053,325
shares
|
$48.4 Million
30.59% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,011,270
shares
|
$46.5 Million
0.2% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
1,000,245
shares
|
$46 Million
7.51% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
977,428
shares
|
$44.9 Million
1.14% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
927,623
shares
|
$42.6 Million
0.01% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
918,558
shares
|
$42.2 Million
7.89% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
917,618
shares
|
$42.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
914,631
shares
|
$42 Million
0.05% of portfolio
|
Q3 2025
Added 18.79%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
901,536
shares
|
$41.4 Million
2.48% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
899,255
shares
|
$41.3 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
889,432
shares
|
$40.9 Million
18.88% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
864,771
shares
|
$39.7 Million
16.24% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
845,414
shares
|
$38.8 Million
3.11% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
840,612
shares
|
$38.6 Million
1.09% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
837,642
shares
|
$38.5 Million
8.62% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
829,947
shares
|
$38.1 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
813,588
shares
|
$37.4 Million
5.5% of portfolio
|
Q3 2025
Reduced 1.76%
|
|