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 533 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $6.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
773,824
shares
|
$34.3 Million
22.67% of portfolio
|
Q2 2025
Added 28.29%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
771,916
shares
|
$34.2 Million
1.03% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
769,987
shares
|
$34.1 Million
0.06% of portfolio
|
Q2 2025
Added 118.98%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
767,659
shares
|
$34 Million
13.41% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
761,903
shares
|
$33.7 Million
7.25% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
756,976
shares
|
$33.5 Million
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
755,918
shares
|
$33.5 Million
12.37% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
732,989
shares
|
$32.4 Million
16.98% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
694,295
shares
|
$30.7 Million
9.53% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
674,545
shares
|
$29.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
669,297
shares
|
$29.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 48.31%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
653,679
shares
|
$28.9 Million
10.36% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
648,830
shares
|
$28.7 Million
12.75% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
646,574
shares
|
$28.6 Million
3.66% of portfolio
|
Q2 2025
Added 17.71%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
636,076
shares
|
$28.2 Million
17.46% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jul 29, 2025 Q2 2025 |
627,820
shares
|
$27.8 Million
15.42% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
627,018
shares
|
$27.8 Million
1.25% of portfolio
|
Q2 2025
Added 40.33%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
625,611
shares
|
$27.7 Million
8.04% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
617,878
shares
|
$27.4 Million
6.11% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
597,517
shares
|
$26.5 Million
5.44% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
586,499
shares
|
$26 Million
11.71% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
583,460
shares
|
$25.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
581,137
shares
|
$25.7 Million
22.7% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
565,775
shares
|
$25 Million
0.01% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
552,181
shares
|
$24.4 Million
0.11% of portfolio
|
Q2 2023
Reduced 53.21%
|