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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
110,506
shares
|
$5.1 Million
2.77% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
108,763
shares
|
$5.02 Million
4.41% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
107,834
shares
|
$4.98 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
107,789
shares
|
$4.97 Million
0.01% of portfolio
|
Q2 2025
Added 76.07%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
104,640
shares
|
$4.83 Million
0.14% of portfolio
|
Q2 2025
Reduced 79.02%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
102,657
shares
|
$4.74 Million
0.31% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Exeter Financial, LLC
|
Oct 06, 2025 Q3 2025 |
101,846
shares
|
$4.7 Million
2.04% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
99,231
shares
|
$4.58 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
99,107
shares
|
$4.57 Million
3.26% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
95,866
shares
|
$4.42 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
95,391
shares
|
$4.4 Million
0.65% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
92,631
shares
|
$4.27 Million
1.51% of portfolio
|
Q2 2025
Added 84.25%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
92,350
shares
|
$4.26 Million
0.22% of portfolio
|
Q3 2022
Reduced 52.26%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
91,960
shares
|
$4.24 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
91,296
shares
|
$4.21 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
90,519
shares
|
$4.18 Million
0.05% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
86,858
shares
|
$4.01 Million
0.5% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
86,845
shares
|
$4.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
85,442
shares
|
$3.94 Million
1.51% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
85,280
shares
|
$3.94 Million
0.23% of portfolio
|
Q4 2022
Added 81.33%
|
|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
84,991
shares
|
$3.92 Million
2.37% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
84,434
shares
|
$3.9 Million
1.39% of portfolio
|
Q3 2025
Added 21.79%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
82,484
shares
|
$3.81 Million
1.94% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
81,991
shares
|
$3.78 Million
0.66% of portfolio
|
Q3 2025
Added 13.68%
|