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 504 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $5.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
336,505
shares
|
$13.8 Million
0.74% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
326,065
shares
|
$13.3 Million
1.4% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
322,689
shares
|
$13.2 Million
4.58% of portfolio
|
Q1 2025
Added 70.38%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
320,273
shares
|
$13.1 Million
2.57% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
319,687
shares
|
$13.1 Million
2.7% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
314,401
shares
|
$12.8 Million
0.04% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
313,071
shares
|
$12.8 Million
11.9% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
312,765
shares
|
$12.8 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
310,926
shares
|
$12.7 Million
3.84% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
310,270
shares
|
$12.7 Million
4.11% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
302,148
shares
|
$12.3 Million
1.47% of portfolio
|
Q1 2025
Added 28.61%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
295,355
shares
|
$12.1 Million
8.28% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
293,112
shares
|
$12 Million
7.4% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
284,316
shares
|
$11.6 Million
0.84% of portfolio
|
Q1 2025
Added 43.43%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
281,246
shares
|
$11.5 Million
0.13% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
272,271
shares
|
$11.1 Million
4.98% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
269,683
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
264,355
shares
|
$10.8 Million
9.59% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
261,484
shares
|
$10.7 Million
0.05% of portfolio
|
Q1 2025
Added 260.89%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
257,710
shares
|
$10.5 Million
4.51% of portfolio
|
Q1 2025
Added 18.94%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
256,962
shares
|
$10.5 Million
7.59% of portfolio
|
Q1 2025
Added 61.17%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
251,204
shares
|
$10.3 Million
10.93% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
249,371
shares
|
$10.2 Million
5.22% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
248,321
shares
|
$10.1 Million
2.77% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
245,105
shares
|
$10 Million
3.77% of portfolio
|
Q1 2025
Added 0.45%
|