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 554 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $7.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
845,414
shares
|
$38.8 Million
3.11% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 20, 2026 Q4 2025 |
842,788
shares
|
$38.7 Million
6.83% of portfolio
|
Q4 2025
Added 3.59%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
840,612
shares
|
$38.6 Million
1.09% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
829,947
shares
|
$38.1 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
813,588
shares
|
$37.4 Million
5.5% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
811,941
shares
|
$37.3 Million
7.73% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
808,974
shares
|
$37.2 Million
22.01% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
794,766
shares
|
$36.5 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
787,466
shares
|
$36.2 Million
21.42% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
Highland Financial Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
744,328
shares
|
$34.2 Million
9.69% of portfolio
|
Q4 2025
Added 2.25%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
729,649
shares
|
$33.5 Million
10.94% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
692,046
shares
|
$31.8 Million
0.02% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Ubs Group Ag
|
Jan 29, 2026 Q4 2025 |
664,601
shares
|
$30.5 Million
0.01% of portfolio
|
Q4 2025
Reduced 7.59%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
663,198
shares
|
$30.5 Million
18.55% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
659,467
shares
|
$30.3 Million
8.69% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jan 12, 2026 Q4 2025 |
656,918
shares
|
$30.2 Million
13.04% of portfolio
|
Q4 2025
Added 1.34%
|
|
|
Act Advisors, Llc.
|
Jan 14, 2026 Q4 2025 |
656,210
shares
|
$30.2 Million
12.3% of portfolio
|
Q4 2025
Added 5.93%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
655,912
shares
|
$30.1 Million
1.24% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
650,317
shares
|
$29.9 Million
3.61% of portfolio
|
Q4 2025
Added 34.47%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
635,040
shares
|
$29.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 16, 2026 Q4 2025 |
634,346
shares
|
$29.1 Million
15.55% of portfolio
|
Q4 2025
Added 1.73%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
631,695
shares
|
$29 Million
6.29% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
621,615
shares
|
$28.6 Million
3.51% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2026 Q4 2025 |
621,060
shares
|
$28.5 Million
14.57% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
613,195
shares
|
$28.2 Million
0.11% of portfolio
|
Q3 2025
Added 16.04%
|
|