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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
531,832
shares
|
$24.5 Million
0.04% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
528,434
shares
|
$24.4 Million
0.09% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
521,724
shares
|
$24.1 Million
6.57% of portfolio
|
Q3 2025
Added 24.14%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
521,430
shares
|
$24.1 Million
4.56% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
521,207
shares
|
$24.1 Million
9.41% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
520,768
shares
|
$24 Million
10.11% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
504,608
shares
|
$23.3 Million
1.76% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
493,050
shares
|
$22.8 Million
9.77% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
492,415
shares
|
$22.7 Million
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
486,574
shares
|
$22.5 Million
0.14% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
483,620
shares
|
$22.3 Million
2.94% of portfolio
|
Q3 2025
Added 14.41%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
478,451
shares
|
$22.1 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
463,009
shares
|
$21.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
456,829
shares
|
$21.1 Million
7.46% of portfolio
|
Q2 2025
Added 328.18%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
438,890
shares
|
$20.3 Million
1.09% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
432,609
shares
|
$20 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
414,266
shares
|
$19.1 Million
1.12% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
411,806
shares
|
$19 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.54%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
399,499
shares
|
$18.4 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
388,945
shares
|
$17.9 Million
0.0% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
383,323
shares
|
$17.7 Million
2.71% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
382,201
shares
|
$17.6 Million
1.65% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
376,342
shares
|
$17.4 Million
8.46% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
367,975
shares
|
$17 Million
1.48% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
362,685
shares
|
$16.7 Million
10.62% of portfolio
|
Q3 2025
Added 2.83%
|