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 412 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
243,082
shares
|
$9.9 Million
3.95% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
228,238
shares
|
$9.29 Million
0.02% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
225,357
shares
|
$9.17 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
221,248
shares
|
$9.01 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 24, 2024 Q3 2024 |
216,018
shares
|
$8.79 Million
6.66% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
213,399
shares
|
$8.69 Million
0.32% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
212,610
shares
|
$8.66 Million
0.32% of portfolio
|
Q3 2024
Added 251.31%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
210,152
shares
|
$8.56 Million
2.77% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
208,062
shares
|
$8.47 Million
3.94% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
207,380
shares
|
$8.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
201,669
shares
|
$8.21 Million
0.03% of portfolio
|
Q3 2024
Added 32.51%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
201,206
shares
|
$8.19 Million
3.94% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
199,857
shares
|
$8.14 Million
4.4% of portfolio
|
Q1 2023
Added 25.13%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
198,774
shares
|
$8.09 Million
4.46% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
197,103
shares
|
$8.02 Million
2.34% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
193,880
shares
|
$7.89 Million
0.1% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
189,957
shares
|
$7.73 Million
2.68% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
187,682
shares
|
$7.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
184,621
shares
|
$7.52 Million
4.8% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
182,564
shares
|
$7.43 Million
2.05% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
182,170
shares
|
$7.42 Million
1.49% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
179,556
shares
|
$7.31 Million
1.75% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
179,076
shares
|
$7.29 Million
0.85% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
177,937
shares
|
$7.24 Million
0.55% of portfolio
|
Q3 2024
Added 26.3%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
170,632
shares
|
$6.95 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.35%
|