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 |
|---|---|---|---|---|---|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
144,058
shares
|
$6.65 Million
4.68% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
142,666
shares
|
$6.58 Million
1.83% of portfolio
|
Q2 2025
Reduced 42.55%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
140,471
shares
|
$6.48 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
137,844
shares
|
$6.36 Million
3.0% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
135,483
shares
|
$6.25 Million
3.26% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 03, 2025 Q3 2025 |
133,693
shares
|
$6.17 Million
3.09% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
130,940
shares
|
$6.04 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
129,831
shares
|
$5.99 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
|
$5.9 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
127,895
shares
|
$5.9 Million
0.04% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
127,626
shares
|
$5.89 Million
0.06% of portfolio
|
Q2 2025
Added 137.2%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
127,265
shares
|
$5.87 Million
0.7% of portfolio
|
Q2 2025
Added 23.85%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
126,518
shares
|
$5.84 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
124,380
shares
|
$5.74 Million
2.52% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
122,772
shares
|
$5.67 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
121,603
shares
|
$5.61 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
121,583
shares
|
$5.61 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
|
$5.53 Million
0.15% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
118,496
shares
|
$5.47 Million
1.07% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
116,112
shares
|
$5.36 Million
3.34% of portfolio
|
Q3 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
113,705
shares
|
$5.25 Million
1.13% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
113,405
shares
|
$5.23 Million
2.51% of portfolio
|
Q2 2025
Reduced 43.1%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
113,174
shares
|
$5.22 Million
1.27% of portfolio
|
Q2 2025
Added 37.57%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
112,983
shares
|
$5.21 Million
0.56% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
112,775
shares
|
$5.2 Million
2.05% of portfolio
|
Q3 2025
Added 18.1%
|