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 534 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $6.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
142,666
shares
|
$6.32 Million
1.83% of portfolio
|
Q2 2025
Reduced 42.55%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
142,372
shares
|
$6.3 Million
3.51% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
140,471
shares
|
$6.22 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
139,825
shares
|
$6.19 Million
0.57% of portfolio
|
Q2 2025
Added 137.18%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
139,558
shares
|
$6.18 Million
5.56% of portfolio
|
Q2 2025
New holding
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
138,374
shares
|
$6.13 Million
3.24% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Aug 06, 2025 Q2 2025 |
137,617
shares
|
$6.09 Million
3.82% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
136,652
shares
|
$6.05 Million
2.99% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
131,466
shares
|
$5.82 Million
0.21% of portfolio
|
Q2 2025
Added 1030.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
130,454
shares
|
$5.78 Million
0.14% of portfolio
|
Q2 2025
Reduced 13.65%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
129,831
shares
|
$5.75 Million
1.47% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
127,900
shares
|
$5.66 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
127,626
shares
|
$5.65 Million
0.06% of portfolio
|
Q2 2025
Added 137.2%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
126,518
shares
|
$5.6 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
125,125
shares
|
$5.54 Million
1.47% of portfolio
|
Q2 2025
Reduced 24.22%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
123,000
shares
|
$5.45 Million
0.04% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
122,144
shares
|
$5.41 Million
3.37% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
121,583
shares
|
$5.38 Million
0.21% of portfolio
|
Q3 2022
Reduced 87.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
119,796
shares
|
$5.3 Million
0.15% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
119,399
shares
|
$5.29 Million
2.39% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
118,320
shares
|
$5.24 Million
1.11% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
115,079
shares
|
$5.09 Million
0.25% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
113,839
shares
|
$5.04 Million
2.93% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
113,555
shares
|
$5.03 Million
0.01% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
113,405
shares
|
$5.02 Million
2.51% of portfolio
|
Q2 2025
Reduced 43.1%
|