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 546 institutions that hold shares in the stock, with a total of 149 Million shares, which have been reported (via 13F filing form) to have a value of $6.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
376,342
shares
|
$17.3 Million
8.46% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
367,366
shares
|
$16.9 Million
1.62% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
365,649
shares
|
$16.8 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
364,023
shares
|
$16.7 Million
0.05% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
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%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
359,273
shares
|
$16.5 Million
6.13% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
354,829
shares
|
$16.3 Million
0.0% of portfolio
|
Q2 2025
Added 49.49%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
345,344
shares
|
$15.9 Million
0.99% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
342,500
shares
|
$15.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
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
|
$15.3 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%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
329,240
shares
|
$15.1 Million
0.32% of portfolio
|
Q3 2025
Reduced 12.65%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
328,207
shares
|
$15.1 Million
2.71% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
318,639
shares
|
$14.6 Million
8.58% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
315,293
shares
|
$14.5 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%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
309,194
shares
|
$14.2 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
|
$13.5 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
|
$12.7 Million
3.47% of portfolio
|
Q3 2025
Added 17.42%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
271,755
shares
|
$12.5 Million
0.12% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
270,424
shares
|
$12.4 Million
4.86% of portfolio
|
Q3 2025
Added 3.77%
|
|