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 513 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
177,067
shares
|
$7.65 Million
3.67% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
176,090
shares
|
$7.61 Million
2.77% of portfolio
|
Q2 2025
Added 21.59%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
174,243
shares
|
$7.53 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
169,654
shares
|
$7.33 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
163,440
shares
|
$7.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.58%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
161,245
shares
|
$6.97 Million
3.64% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
160,114
shares
|
$6.92 Million
0.06% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
159,831
shares
|
$6.91 Million
3.29% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
158,457
shares
|
$6.85 Million
1.18% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
157,996
shares
|
$6.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
157,660
shares
|
$6.81 Million
3.84% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
157,313
shares
|
$6.8 Million
0.12% of portfolio
|
Q1 2025
Added 29.51%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
156,452
shares
|
$6.76 Million
0.58% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
151,782
shares
|
$6.56 Million
0.28% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
151,083
shares
|
$6.53 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
150,064
shares
|
$6.48 Million
1.58% of portfolio
|
Q2 2025
Added 29.36%
|
|
|
Chico Wealth Ria
|
Jul 14, 2025 Q2 2025 |
149,602
shares
|
$6.46 Million
5.05% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
149,226
shares
|
$6.45 Million
1.44% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
147,538
shares
|
$6.38 Million
1.71% of portfolio
|
Q2 2025
Added 205.48%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
143,754
shares
|
$6.21 Million
1.68% of portfolio
|
Q1 2025
Added 13.88%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
142,666
shares
|
$6.16 Million
1.83% of portfolio
|
Q2 2025
Reduced 42.55%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
142,050
shares
|
$6.14 Million
3.57% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
140,471
shares
|
$6.07 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
138,374
shares
|
$5.98 Million
3.24% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
136,652
shares
|
$5.9 Million
2.99% of portfolio
|
Q2 2025
Added 0.81%
|