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 412 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
79,462
shares
|
$3.23 Million
0.94% of portfolio
|
Q1 2023
Added 1.25%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
78,815
shares
|
$3.21 Million
0.5% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
78,377
shares
|
$3.19 Million
0.78% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
78,160
shares
|
$3.18 Million
1.54% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
77,983
shares
|
$3.17 Million
1.21% of portfolio
|
Q4 2022
New holding
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
75,808
shares
|
$3.09 Million
0.46% of portfolio
|
Q3 2024
Reduced 16.79%
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
75,300
shares
|
$3.07 Million
1.35% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,918
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
74,194
shares
|
$3.02 Million
2.5% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
73,067
shares
|
$2.97 Million
1.91% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
71,517
shares
|
$2.91 Million
6.32% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
69,600
shares
|
$2.83 Million
0.02% of portfolio
|
Q3 2024
Added 23.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
68,125
shares
|
$2.77 Million
0.12% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
67,657
shares
|
$2.75 Million
1.66% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
65,892
shares
|
$2.68 Million
0.47% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
65,646
shares
|
$2.67 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
63,781
shares
|
$2.6 Million
1.41% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
61,624
shares
|
$2.51 Million
1.17% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
58,897
shares
|
$2.4 Million
0.57% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
58,287
shares
|
$2.37 Million
1.03% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
56,332
shares
|
$2.29 Million
0.03% of portfolio
|
Q4 2023
Added 4.2%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
54,869
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
53,748
shares
|
$2.19 Million
0.22% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
53,404
shares
|
$2.17 Million
0.3% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
52,937
shares
|
$2.16 Million
0.65% of portfolio
|
Q3 2024
Added 13.75%
|