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 513 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,627,695
shares
|
$243 Million
1.87% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
4,331,669
shares
|
$187 Million
17.14% of portfolio
|
Q2 2025
Added 56.12%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,151,665
shares
|
$179 Million
5.04% of portfolio
|
Q1 2023
Added 12.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,529,903
shares
|
$153 Million
1.69% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,524,418
shares
|
$152 Million
1.87% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,461,789
shares
|
$150 Million
39.41% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,207,530
shares
|
$139 Million
0.71% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
2,745,785
shares
|
$119 Million
26.65% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
2,709,582
shares
|
$117 Million
38.79% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
2,234,748
shares
|
$96.6 Million
13.33% of portfolio
|
Q1 2025
Added 289.96%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,208,340
shares
|
$95.4 Million
0.81% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
2,111,792
shares
|
$91.3 Million
22.65% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
2,020,856
shares
|
$87.3 Million
5.17% of portfolio
|
Q2 2025
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
1,975,325
shares
|
$85.4 Million
18.4% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,935,348
shares
|
$83.6 Million
0.15% of portfolio
|
Q2 2025
Added 58.04%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
1,861,542
shares
|
$80.4 Million
1.87% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
1,811,961
shares
|
$78.3 Million
11.16% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,654,643
shares
|
$71.5 Million
0.69% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
1,616,979
shares
|
$69.9 Million
4.37% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,527,790
shares
|
$66 Million
0.08% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,365,823
shares
|
$59 Million
0.47% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
1,301,476
shares
|
$56.2 Million
20.44% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,294,724
shares
|
$55.9 Million
0.12% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,283,690
shares
|
$55.5 Million
11.16% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
1,253,779
shares
|
$54.2 Million
19.97% of portfolio
|
Q2 2025
Reduced 2.47%
|