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 |
|---|---|---|---|---|---|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
170,578
shares
|
$6.94 Million
2.97% of portfolio
|
Q3 2024
Added 30.53%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
170,048
shares
|
$6.92 Million
0.73% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
165,844
shares
|
$6.75 Million
3.82% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
165,202
shares
|
$6.73 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
163,780
shares
|
$6.67 Million
1.28% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
162,575
shares
|
$6.62 Million
0.02% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
159,809
shares
|
$6.51 Million
2.73% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
157,996
shares
|
$6.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Chico Wealth Ria
|
Oct 23, 2024 Q3 2024 |
152,565
shares
|
$6.21 Million
5.23% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
145,622
shares
|
$5.93 Million
1.36% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
144,111
shares
|
$5.87 Million
2.7% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
140,555
shares
|
$5.72 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
138,618
shares
|
$5.64 Million
3.31% of portfolio
|
Q2 2024
Added 9.86%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
137,221
shares
|
$5.59 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
132,653
shares
|
$5.4 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
130,436
shares
|
$5.31 Million
1.68% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
129,214
shares
|
$5.26 Million
2.9% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
126,518
shares
|
$5.15 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
126,051
shares
|
$5.13 Million
2.66% of portfolio
|
Q3 2024
Added 61.59%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
123,121
shares
|
$5.01 Million
0.98% of portfolio
|
Q3 2024
Added 14.88%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
121,657
shares
|
$4.95 Million
3.21% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
121,583
shares
|
$4.95 Million
0.21% of portfolio
|
Q3 2022
Reduced 87.1%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
117,677
shares
|
$4.79 Million
4.27% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
116,919
shares
|
$4.76 Million
2.83% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
115,810
shares
|
$4.71 Million
0.04% of portfolio
|
Q3 2024
Added 4.39%
|