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 |
|---|---|---|---|---|---|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
263,923
shares
|
$12.1 Million
12.5% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
260,802
shares
|
$12 Million
0.03% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
260,203
shares
|
$12 Million
3.02% of portfolio
|
Q3 2025
Reduced 21.48%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
258,475
shares
|
$11.9 Million
2.29% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
255,189
shares
|
$11.7 Million
10.12% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
250,069
shares
|
$11.5 Million
3.67% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
249,891
shares
|
$11.5 Million
0.1% of portfolio
|
Q4 2025
Added 29.39%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
249,371
shares
|
$11.5 Million
5.22% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 20, 2025 Q3 2025 |
245,676
shares
|
$11.3 Million
8.02% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
236,959
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
233,939
shares
|
$10.7 Million
3.88% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
227,726
shares
|
$10.5 Million
3.48% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
226,887
shares
|
$10.4 Million
2.19% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
226,615
shares
|
$10.4 Million
6.03% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
223,965
shares
|
$10.3 Million
5.18% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
222,513
shares
|
$10.2 Million
0.15% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
222,413
shares
|
$10.2 Million
4.25% of portfolio
|
Q4 2025
Reduced 7.72%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
219,652
shares
|
$10.1 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
217,192
shares
|
$9.98 Million
5.21% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
214,926
shares
|
$9.88 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
211,772
shares
|
$9.73 Million
3.01% of portfolio
|
Q3 2025
Added 86.74%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
209,178
shares
|
$9.61 Million
3.83% of portfolio
|
Q2 2025
Reduced 48.05%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
208,062
shares
|
$9.56 Million
3.94% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
204,221
shares
|
$9.38 Million
0.26% of portfolio
|
Q3 2025
Added 95.17%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
201,755
shares
|
$9.27 Million
0.26% of portfolio
|
Q3 2025
Added 0.6%
|
|