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 |
|---|---|---|---|---|---|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
199,857
shares
|
$9.18 Million
4.4% of portfolio
|
Q1 2023
Added 25.13%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
195,051
shares
|
$8.96 Million
4.14% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
183,655
shares
|
$8.44 Million
0.34% of portfolio
|
Q3 2025
Added 21.0%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
183,552
shares
|
$8.43 Million
3.39% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
179,556
shares
|
$8.25 Million
1.75% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
178,764
shares
|
$8.21 Million
0.07% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
176,288
shares
|
$8.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
175,091
shares
|
$8.05 Million
2.7% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
173,529
shares
|
$7.97 Million
1.28% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
173,133
shares
|
$7.96 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
|
$7.84 Million
0.17% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Oct 23, 2025 Q3 2025 |
168,339
shares
|
$7.74 Million
3.48% of portfolio
|
Q3 2025
Added 22.32%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
167,818
shares
|
$7.71 Million
0.85% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
167,316
shares
|
$7.69 Million
2.77% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
163,514
shares
|
$7.51 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
|
$7.51 Million
2.37% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
163,462
shares
|
$7.51 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
|
$7.26 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
|
$7.1 Million
1.16% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
151,011
shares
|
$6.94 Million
1.51% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
149,602
shares
|
$6.87 Million
4.7% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
149,583
shares
|
$6.87 Million
6.12% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
149,401
shares
|
$6.86 Million
1.48% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
148,243
shares
|
$6.81 Million
0.42% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
147,622
shares
|
$6.78 Million
1.66% of portfolio
|
Q3 2025
Added 0.06%
|
|