Dimensional ETF Tr DFAU
Institutional shares held
2.18 Billion
0
calls
400
puts
Total value of holdings
$84.2B
$0
calls
$15K
puts
# of Institutions
482
We take great care to ensure that the data presented and summarized in this overview for DIMENSIONAL ETF TR is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding DFAU
View all-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$76.4 Billion4.8% of portfolio
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Essential Planning, Llc. Portsmouth, NH77.8MShares$3 Billion21.06% of portfolio
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Sequoia Financial Advisors, LLC4.94MShares$191 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$160 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$140 Million1.81% of portfolio
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Aquire Wealth Advisors, LLC3.62MShares$140 Million45.35% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.14MShares$121 Million1.53% of portfolio
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Allworth Financial LP2.96MShares$114 Million0.69% of portfolio
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Blankinship & Foster, LLC Solana Beach, CA2.87MShares$111 Million28.61% of portfolio
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Kooman & Associates Altoona, PA2.69MShares$104 Million39.48% of portfolio