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 540 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $6.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
771,916
shares
|
$35.6 Million
1.03% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
769,987
shares
|
$35.5 Million
0.06% of portfolio
|
Q2 2025
Added 118.98%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
761,903
shares
|
$35.2 Million
7.25% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
756,976
shares
|
$34.9 Million
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
755,918
shares
|
$34.9 Million
12.37% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
748,181
shares
|
$34.5 Million
13.36% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
729,649
shares
|
$33.7 Million
10.94% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
727,979
shares
|
$33.6 Million
9.64% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
674,545
shares
|
$31.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
669,297
shares
|
$30.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 48.31%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
663,198
shares
|
$30.6 Million
18.55% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
659,467
shares
|
$30.4 Million
8.69% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
648,220
shares
|
$29.9 Million
12.95% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
627,018
shares
|
$28.9 Million
1.25% of portfolio
|
Q2 2025
Added 40.33%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
625,919
shares
|
$28.9 Million
15.51% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
623,534
shares
|
$28.8 Million
16.08% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
621,615
shares
|
$28.7 Million
3.51% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
619,487
shares
|
$28.6 Million
11.77% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
617,878
shares
|
$28.5 Million
6.11% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
589,523
shares
|
$27.2 Million
23.69% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
583,460
shares
|
$26.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2025 Q3 2025 |
558,961
shares
|
$25.8 Million
15.79% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
552,181
shares
|
$25.5 Million
0.11% of portfolio
|
Q2 2023
Reduced 53.21%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
539,299
shares
|
$24.9 Million
5.68% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
539,200
shares
|
$24.9 Million
4.03% of portfolio
|
Q3 2025
Added 4.79%
|