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 |
|---|---|---|---|---|---|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
183,571
shares
|
$8.47 Million
3.6% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
179,556
shares
|
$8.29 Million
1.75% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
178,402
shares
|
$8.23 Million
0.04% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
176,732
shares
|
$8.16 Million
0.88% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
175,091
shares
|
$8.08 Million
2.7% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
173,133
shares
|
$7.99 Million
3.83% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
170,694
shares
|
$7.88 Million
0.17% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
170,519
shares
|
$7.87 Million
1.81% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
169,199
shares
|
$7.81 Million
0.07% of portfolio
|
Q2 2025
Added 209.74%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Oct 23, 2025 Q3 2025 |
168,339
shares
|
$7.77 Million
3.48% of portfolio
|
Q3 2025
Added 22.32%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
167,316
shares
|
$7.72 Million
2.77% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
163,514
shares
|
$7.55 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
163,504
shares
|
$7.55 Million
2.37% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
163,462
shares
|
$7.54 Million
4.01% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
157,996
shares
|
$7.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
154,544
shares
|
$7.13 Million
1.16% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
151,944
shares
|
$7.01 Million
1.8% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
151,011
shares
|
$6.97 Million
1.51% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
150,290
shares
|
$6.94 Million
1.55% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
149,602
shares
|
$6.9 Million
4.7% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
149,583
shares
|
$6.9 Million
6.12% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
148,243
shares
|
$6.84 Million
0.42% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
147,622
shares
|
$6.81 Million
1.66% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
146,618
shares
|
$6.77 Million
4.47% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
146,505
shares
|
$6.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.09%
|