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 534 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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
528,434
shares
|
$23.4 Million
0.09% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
518,697
shares
|
$23 Million
8.44% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
514,569
shares
|
$22.8 Million
3.83% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
513,147
shares
|
$22.7 Million
9.93% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
511,368
shares
|
$22.6 Million
14.84% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
504,608
shares
|
$22.3 Million
1.76% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
493,050
shares
|
$21.8 Million
9.77% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
492,415
shares
|
$21.8 Million
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
488,074
shares
|
$21.6 Million
0.45% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
486,574
shares
|
$21.5 Million
0.14% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
481,620
shares
|
$21.3 Million
5.4% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
481,321
shares
|
$21.3 Million
0.05% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
460,202
shares
|
$20.4 Million
1.2% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
456,829
shares
|
$20.2 Million
7.41% of portfolio
|
Q2 2025
Added 328.18%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
432,609
shares
|
$19.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
422,690
shares
|
$18.7 Million
2.59% of portfolio
|
Q2 2025
Added 13.83%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
420,275
shares
|
$18.6 Million
5.91% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
414,266
shares
|
$18.3 Million
1.12% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
411,806
shares
|
$18.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.54%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
409,663
shares
|
$18.1 Million
0.42% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
407,023
shares
|
$18 Million
2.87% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
382,201
shares
|
$16.9 Million
1.65% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
378,980
shares
|
$16.8 Million
0.0% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
376,909
shares
|
$16.7 Million
0.36% of portfolio
|
Q2 2025
Reduced 25.16%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
376,342
shares
|
$16.7 Million
8.46% of portfolio
|
Q1 2025
Reduced 0.49%
|