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 540 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $6.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
260,590
shares
|
$12 Million
4.63% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
259,884
shares
|
$12 Million
0.03% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
255,189
shares
|
$11.8 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%
|
|
|
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%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
244,363
shares
|
$11.3 Million
2.09% of portfolio
|
Q2 2025
Added 21.76%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
241,018
shares
|
$11.1 Million
4.79% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
233,939
shares
|
$10.8 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%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
226,615
shares
|
$10.5 Million
6.03% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
225,193
shares
|
$10.4 Million
1.63% of portfolio
|
Q2 2025
New holding
|
|
|
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
|
$10.3 Million
0.15% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
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
|
$10 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
|
$9.92 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
208,062
shares
|
$9.6 Million
3.94% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
201,755
shares
|
$9.31 Million
0.26% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
199,857
shares
|
$9.22 Million
4.4% of portfolio
|
Q1 2023
Added 25.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
198,905
shares
|
$9.18 Million
0.02% of portfolio
|
Q2 2025
Added 92.91%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
195,051
shares
|
$9 Million
4.14% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
193,137
shares
|
$8.91 Million
0.07% of portfolio
|
Q3 2025
Added 20.62%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
185,741
shares
|
$8.57 Million
0.08% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
183,655
shares
|
$8.48 Million
0.34% of portfolio
|
Q3 2025
Added 21.0%
|