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 436 institutions that hold shares in the stock, with a total of 2.09 Billion shares, which have been reported (via 13F filing form) to have a value of $87.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,981,392,522
shares
|
$82.9 Billion
4.8% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,822,146
shares
|
$202 Million
2.14% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,151,665
shares
|
$174 Million
5.04% of portfolio
|
Q1 2023
Added 12.31%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,639,955
shares
|
$152 Million
1.81% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,495,227
shares
|
$146 Million
43.58% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,955,799
shares
|
$124 Million
0.69% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
2,873,220
shares
|
$120 Million
28.61% of portfolio
|
Q4 2024
New holding
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
2,694,681
shares
|
$113 Million
39.48% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,531,792
shares
|
$106 Million
1.19% of portfolio
|
Q3 2024
Added 23.1%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,036,531
shares
|
$85.2 Million
20.36% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
1,902,993
shares
|
$79.6 Million
18.14% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,836,949
shares
|
$76.9 Million
0.75% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
1,829,656
shares
|
$76.6 Million
11.35% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,654,643
shares
|
$69.2 Million
0.69% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,629,710
shares
|
$68.2 Million
1.76% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,485,986
shares
|
$62.2 Million
0.62% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
1,456,733
shares
|
$61 Million
4.31% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,448,756
shares
|
$60.6 Million
5.85% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,348,331
shares
|
$56.4 Million
0.08% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,329,278
shares
|
$55.6 Million
12.45% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
1,238,741
shares
|
$51.8 Million
20.27% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,232,552
shares
|
$51.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
1,204,295
shares
|
$50.4 Million
3.77% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,173,473
shares
|
$49.1 Million
0.11% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
1,167,376
shares
|
$48.9 Million
9.61% of portfolio
|
Q3 2024
Added 4.31%
|