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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
504,608
shares
|
$20.6 Million
1.76% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
503,594
shares
|
$20.6 Million
0.48% of portfolio
|
Q1 2025
Reduced 32.53%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
501,450
shares
|
$20.5 Million
3.64% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
498,696
shares
|
$20.4 Million
0.62% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
494,701
shares
|
$20.2 Million
9.69% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
492,235
shares
|
$20.1 Million
0.08% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
486,574
shares
|
$19.9 Million
0.14% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
480,107
shares
|
$19.6 Million
0.0% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
474,674
shares
|
$19.4 Million
0.46% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
465,552
shares
|
$19 Million
0.04% of portfolio
|
Q4 2024
Reduced 65.18%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
449,966
shares
|
$18.4 Million
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
447,616
shares
|
$18.3 Million
5.23% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
446,808
shares
|
$18.3 Million
0.92% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
434,142
shares
|
$17.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
402,266
shares
|
$16.4 Million
1.72% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
400,697
shares
|
$16.4 Million
2.74% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
398,347
shares
|
$16.3 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
385,607
shares
|
$15.8 Million
1.08% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
378,980
shares
|
$15.5 Million
0.0% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
376,342
shares
|
$15.4 Million
8.44% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
371,340
shares
|
$15.2 Million
2.25% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
367,782
shares
|
$15 Million
12.36% of portfolio
|
Q1 2025
Added 25.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
351,630
shares
|
$14.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
344,331
shares
|
$14.1 Million
0.9% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
337,684
shares
|
$13.8 Million
8.37% of portfolio
|
Q1 2025
Reduced 0.8%
|