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 540 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $6.74 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
|
$56.5 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
|
$55.7 Million
18.91% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,195,351
shares
|
$55.2 Million
3.26% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,191,146
shares
|
$55 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,094,777
shares
|
$50.5 Million
14.55% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,079,322
shares
|
$49.8 Million
0.07% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,069,342
shares
|
$49.4 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
|
$48.6 Million
30.59% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
1,000,245
shares
|
$46.2 Million
7.51% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
977,428
shares
|
$45.1 Million
1.14% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
943,027
shares
|
$43.5 Million
0.06% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
918,558
shares
|
$42.4 Million
7.89% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
905,106
shares
|
$41.8 Million
0.18% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
901,536
shares
|
$41.6 Million
2.48% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
890,856
shares
|
$41.1 Million
3.12% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
889,432
shares
|
$41 Million
18.88% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
851,789
shares
|
$39.3 Million
0.2% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
837,642
shares
|
$38.7 Million
8.62% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
827,449
shares
|
$38.2 Million
0.01% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
823,273
shares
|
$38 Million
15.28% of portfolio
|
Q2 2025
Added 195451.78%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
813,588
shares
|
$37.5 Million
5.5% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
813,543
shares
|
$37.5 Million
6.8% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
811,941
shares
|
$37.5 Million
7.73% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
794,766
shares
|
$36.7 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
793,114
shares
|
$36.6 Million
22.24% of portfolio
|
Q3 2025
Added 0.15%
|