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 504 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $5.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
718,976
shares
|
$29.4 Million
16.28% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
716,169
shares
|
$29.3 Million
8.11% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
709,044
shares
|
$29 Million
0.93% of portfolio
|
Q1 2025
Added 2375.37%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
678,652
shares
|
$27.7 Million
9.35% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
674,737
shares
|
$27.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
639,454
shares
|
$26.1 Million
17.25% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
633,292
shares
|
$25.9 Million
7.12% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
608,406
shares
|
$24.9 Million
5.59% of portfolio
|
Q1 2025
Reduced 15.95%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
May 06, 2025 Q1 2025 |
606,706
shares
|
$24.8 Million
11.72% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
603,830
shares
|
$24.7 Million
14.98% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
603,188
shares
|
$24.7 Million
19.15% of portfolio
|
Q1 2025
Added 22.15%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
602,733
shares
|
$24.6 Million
7.46% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
594,300
shares
|
$24.3 Million
1.79% of portfolio
|
Q1 2025
Added 23.14%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
589,138
shares
|
$24.1 Million
12.61% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
586,977
shares
|
$24 Million
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
581,830
shares
|
$23.8 Million
20.84% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
576,272
shares
|
$23.6 Million
0.05% of portfolio
|
Q1 2025
Added 39.05%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
571,372
shares
|
$23.4 Million
9.71% of portfolio
|
Q1 2025
Added 34.15%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
565,805
shares
|
$23.1 Million
5.27% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
552,181
shares
|
$22.6 Million
0.11% of portfolio
|
Q2 2023
Reduced 53.21%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
549,305
shares
|
$22.5 Million
3.33% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
540,607
shares
|
$22.1 Million
0.01% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
525,614
shares
|
$21.5 Million
10.07% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
512,961
shares
|
$21 Million
7.24% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Apr 09, 2025 Q1 2025 |
511,368
shares
|
$20.9 Million
14.84% of portfolio
|
Q1 2025
New holding
|