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 413 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,822,146
shares
|
$200 Million
2.14% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,151,665
shares
|
$172 Million
5.04% of portfolio
|
Q1 2023
Added 12.31%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,680,477
shares
|
$153 Million
1.87% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,495,227
shares
|
$145 Million
43.58% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,877,689
shares
|
$119 Million
0.71% of portfolio
|
Q3 2024
Added 20.72%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
2,633,281
shares
|
$109 Million
38.59% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,531,792
shares
|
$105 Million
1.19% of portfolio
|
Q3 2024
Added 23.1%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
2,001,795
shares
|
$83 Million
19.84% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
1,902,993
shares
|
$78.9 Million
18.14% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,836,949
shares
|
$76.2 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
|
$75.9 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
|
$68.6 Million
0.69% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,629,710
shares
|
$67.6 Million
1.76% of portfolio
|
Q3 2024
New holding
|
|
|
Bcm Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
1,583,367
shares
|
$65.6 Million
14.26% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,404,746
shares
|
$58.2 Million
0.6% of portfolio
|
Q3 2024
Added 9.34%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
1,396,131
shares
|
$57.9 Million
4.11% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,348,331
shares
|
$55.9 Million
0.08% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
1,286,851
shares
|
$53.4 Million
5.02% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
1,250,528
shares
|
$51.8 Million
4.81% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
1,238,741
shares
|
$51.4 Million
20.27% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,236,727
shares
|
$51.3 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,232,552
shares
|
$51.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,173,473
shares
|
$48.7 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
|
$48.4 Million
9.61% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,094,777
shares
|
$45.4 Million
14.55% of portfolio
|
Q1 2024
Added 2.54%
|