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 504 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $5.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
121,860
shares
|
$4.98 Million
0.04% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
121,583
shares
|
$4.97 Million
0.21% of portfolio
|
Q3 2022
Reduced 87.1%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
119,972
shares
|
$4.9 Million
3.16% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
119,314
shares
|
$4.88 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
117,978
shares
|
$4.82 Million
3.89% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
117,429
shares
|
$4.8 Million
3.26% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
116,007
shares
|
$4.74 Million
1.27% of portfolio
|
Q1 2025
Added 21.72%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
115,648
shares
|
$4.73 Million
1.06% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
115,038
shares
|
$4.7 Million
3.8% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
114,040
shares
|
$4.66 Million
2.2% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
111,214
shares
|
$4.55 Million
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
108,407
shares
|
$4.43 Million
0.14% of portfolio
|
Q1 2025
Added 22.87%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
108,211
shares
|
$4.42 Million
0.52% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
106,690
shares
|
$4.36 Million
1.77% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
105,614
shares
|
$4.32 Million
0.34% of portfolio
|
Q1 2025
Added 115959.34%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
104,890
shares
|
$4.29 Million
0.11% of portfolio
|
Q1 2025
Added 44.72%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
103,598
shares
|
$4.23 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
103,107
shares
|
$4.21 Million
0.01% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
102,757
shares
|
$4.2 Million
0.55% of portfolio
|
Q1 2025
Added 23.94%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
100,542
shares
|
$4.11 Million
1.79% of portfolio
|
Q1 2025
Added 89.16%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
98,792
shares
|
$4.04 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
98,075
shares
|
$4.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.36%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
97,144
shares
|
$3.97 Million
0.76% of portfolio
|
Q1 2025
Added 232.75%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
96,873
shares
|
$3.96 Million
0.91% of portfolio
|
Q1 2025
Added 23.27%
|
|
|
Catalyst Private Wealth, LLC
|
Apr 08, 2025 Q1 2025 |
96,277
shares
|
$3.93 Million
2.39% of portfolio
|
Q1 2025
Reduced 19.56%
|