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 |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
367,975
shares
|
$16.3 Million
1.48% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
358,703
shares
|
$15.9 Million
10.51% of portfolio
|
Q2 2025
Added 39.59%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
352,693
shares
|
$15.6 Million
11.47% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
347,364
shares
|
$15.4 Million
0.04% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
342,827
shares
|
$15.2 Million
0.08% of portfolio
|
Q2 2025
Added 31.11%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
336,505
shares
|
$14.9 Million
0.74% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
336,100
shares
|
$14.9 Million
8.97% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
331,387
shares
|
$14.7 Million
3.51% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
328,424
shares
|
$14.5 Million
0.0% of portfolio
|
Q2 2025
Added 49.49%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
327,699
shares
|
$14.5 Million
4.1% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
324,996
shares
|
$14.4 Million
2.63% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
322,321
shares
|
$14.3 Million
0.94% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
319,687
shares
|
$14.2 Million
2.7% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
316,413
shares
|
$14 Million
5.44% of portfolio
|
Q2 2025
Added 22.78%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
315,681
shares
|
$14 Million
0.68% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
308,092
shares
|
$13.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 29.03%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
304,744
shares
|
$13.5 Million
1.51% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
304,622
shares
|
$13.5 Million
7.53% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
295,355
shares
|
$13.1 Million
8.28% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 24, 2025 Q2 2025 |
282,101
shares
|
$12.5 Million
12.5% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
268,549
shares
|
$11.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
264,614
shares
|
$11.7 Million
9.67% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
261,417
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
260,590
shares
|
$11.5 Million
4.63% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
259,884
shares
|
$11.5 Million
0.03% of portfolio
|
Q2 2025
Added 17.01%
|