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 513 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,000
shares
|
$86,420
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,947
shares
|
$84,129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,946
shares
|
$84,086
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
1,699
shares
|
$73,413
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,629
shares
|
$70,389
0.0% of portfolio
|
Q4 2024
Added 96.27%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,376
shares
|
$59,456
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,356
shares
|
$58,592
0.0% of portfolio
|
Q1 2025
Reduced 96.7%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,235
shares
|
$53,364
0.02% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,202
shares
|
$51,938
0.01% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,108
shares
|
$47,876
0.0% of portfolio
|
Q4 2024
Added 203.56%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,075
shares
|
$46,450
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
954
shares
|
$41,222
0.0% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
803
shares
|
$34,697
0.0% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
770
shares
|
$33,271
0.02% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
723
shares
|
$31,240
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
684
shares
|
$29,555
0.0% of portfolio
|
Q4 2024
Added 55.81%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
509
shares
|
$21,993
0.01% of portfolio
|
Q4 2024
Reduced 48.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
431
shares
|
$18,623
0.0% of portfolio
|
Q4 2023
Reduced 2.71%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
421
shares
|
$18,191
15.99% of portfolio
|
Q1 2025
Reduced 99.94%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
415
shares
|
$17,932
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
389
shares
|
$16,808
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
230
shares
|
$9,938
0.0% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
202
shares
|
$8,728
0.0% of portfolio
|
Q2 2025
Reduced 51.56%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
162
shares
|
$7,000
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
149
shares
|
$6,438
0.0% of portfolio
|
Q4 2024
New holding
|