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 |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
96,185
shares
|
$3.93 Million
0.62% of portfolio
|
Q1 2025
Added 145.5%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
94,802
shares
|
$3.87 Million
3.02% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
94,490
shares
|
$3.86 Million
3.04% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
92,350
shares
|
$3.77 Million
0.22% of portfolio
|
Q3 2022
Reduced 52.26%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
92,211
shares
|
$3.77 Million
1.61% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
90,735
shares
|
$3.71 Million
1.76% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
90,396
shares
|
$3.69 Million
2.29% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
90,164
shares
|
$3.69 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
87,515
shares
|
$3.58 Million
1.53% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
86,252
shares
|
$3.53 Million
0.58% of portfolio
|
Q1 2025
Added 31.93%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
85,280
shares
|
$3.49 Million
0.23% of portfolio
|
Q4 2022
Added 81.33%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
83,587
shares
|
$3.42 Million
2.09% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
82,264
shares
|
$3.36 Million
0.89% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
81,585
shares
|
$3.33 Million
0.51% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
79,462
shares
|
$3.25 Million
0.94% of portfolio
|
Q1 2023
Added 1.25%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
77,983
shares
|
$3.19 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
75,818
shares
|
$3.1 Million
1.98% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
75,612
shares
|
$3.09 Million
2.31% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,918
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
74,771
shares
|
$3.06 Million
0.55% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
72,820
shares
|
$2.98 Million
1.41% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
72,818
shares
|
$2.98 Million
0.07% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
72,225
shares
|
$2.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
71,704
shares
|
$2.93 Million
1.86% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
69,878
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Added 24.82%
|