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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,845
shares
|
$268,577
0.06% of portfolio
|
Q4 2022
Reduced 75.94%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,722
shares
|
$262,925
0.02% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
5,716
shares
|
$262,650
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
5,660
shares
|
$260,077
0.13% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
5,640
shares
|
$259,158
0.0% of portfolio
|
Q3 2025
Reduced 28.01%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
5,554
shares
|
$255,206
0.17% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
5,553
shares
|
$255,160
0.11% of portfolio
|
Q1 2025
Reduced 52.64%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
5,415
shares
|
$248,819
0.11% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
5,223
shares
|
$239,996
0.02% of portfolio
|
Q2 2025
Reduced 46.49%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
5,207
shares
|
$239,261
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
5,180
shares
|
$238,021
0.12% of portfolio
|
Q1 2025
Reduced 56.1%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
5,180
shares
|
$238,021
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
5,168
shares
|
$237,469
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
5,124
shares
|
$235,447
0.15% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
4,956
shares
|
$227,728
0.0% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,910
shares
|
$225,614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,835
shares
|
$222,168
0.14% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
4,812
shares
|
$221,111
0.02% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
4,747
shares
|
$218,124
0.01% of portfolio
|
Q3 2025
Reduced 18.59%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
4,743
shares
|
$217,940
0.02% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,615
shares
|
$212,059
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,610
shares
|
$211,829
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
4,600
shares
|
$211,370
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
4,592
shares
|
$211,002
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
4,568
shares
|
$209,899
0.05% of portfolio
|
Q3 2025
New holding
|
|