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 412 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,094,777
shares
|
$44.6 Million
14.55% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,049,424
shares
|
$42.7 Million
0.07% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
1,025,308
shares
|
$41.7 Million
19.41% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
1,005,499
shares
|
$40.9 Million
4.39% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
997,025
shares
|
$40.6 Million
0.34% of portfolio
|
Q3 2024
Added 24.53%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
945,985
shares
|
$38.5 Million
9.98% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
890,958
shares
|
$36.3 Million
1.39% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
860,439
shares
|
$35 Million
0.08% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
854,471
shares
|
$34.8 Million
7.15% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
840,947
shares
|
$34.2 Million
8.35% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
792,275
shares
|
$32.3 Million
25.48% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
775,421
shares
|
$31.6 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
741,116
shares
|
$30.2 Million
19.07% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
718,473
shares
|
$29.2 Million
5.01% of portfolio
|
Q3 2024
Reduced 59.49%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
715,496
shares
|
$29.1 Million
13.96% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
708,052
shares
|
$28.8 Million
6.1% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
707,122
shares
|
$28.8 Million
16.65% of portfolio
|
Q3 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
704,833
shares
|
$28.7 Million
6.26% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
701,629
shares
|
$28.6 Million
1.0% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
691,827
shares
|
$28.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
688,391
shares
|
$28 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
682,867
shares
|
$27.8 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
636,590
shares
|
$25.9 Million
14.29% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
630,860
shares
|
$25.7 Million
12.61% of portfolio
|
Q3 2024
Added 56.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
630,737
shares
|
$25.7 Million
0.01% of portfolio
|
Q3 2024
Added 7.65%
|