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 |
|---|---|---|---|---|---|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
359,273
shares
|
$16.6 Million
6.13% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
358,703
shares
|
$16.6 Million
10.51% of portfolio
|
Q2 2025
Added 39.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
347,364
shares
|
$16 Million
0.04% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
342,827
shares
|
$15.8 Million
0.08% of portfolio
|
Q2 2025
Added 31.11%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
336,505
shares
|
$15.5 Million
0.74% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
332,913
shares
|
$15.4 Million
4.18% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
332,578
shares
|
$15.3 Million
9.01% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
331,387
shares
|
$15.3 Million
3.51% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
329,240
shares
|
$15.2 Million
0.32% of portfolio
|
Q3 2025
Reduced 12.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
328,424
shares
|
$15.2 Million
0.0% of portfolio
|
Q2 2025
Added 49.49%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
328,207
shares
|
$15.1 Million
2.71% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
322,321
shares
|
$14.9 Million
0.94% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
315,681
shares
|
$14.6 Million
0.68% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
315,293
shares
|
$14.6 Million
7.86% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
312,856
shares
|
$14.4 Million
2.88% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
311,005
shares
|
$14.4 Million
8.57% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
309,194
shares
|
$14.3 Million
2.05% of portfolio
|
Q3 2025
Added 34.52%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
305,947
shares
|
$14.1 Million
1.44% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
294,634
shares
|
$13.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
282,153
shares
|
$13 Million
8.24% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
277,735
shares
|
$12.8 Million
9.83% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
277,060
shares
|
$12.8 Million
3.47% of portfolio
|
Q3 2025
Added 17.42%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
268,549
shares
|
$12.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
263,923
shares
|
$12.2 Million
12.5% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
261,417
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.07%
|