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 532 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 $6.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
81,197
shares
|
$3.68 Million
1.77% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
79,462
shares
|
$3.6 Million
0.94% of portfolio
|
Q1 2023
Added 1.25%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
78,084
shares
|
$3.54 Million
1.26% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
76,037
shares
|
$3.45 Million
2.11% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,918
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
74,242
shares
|
$3.36 Million
0.86% of portfolio
|
Q2 2025
Added 16.76%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
72,751
shares
|
$3.3 Million
2.5% of portfolio
|
Q2 2025
Reduced 23.26%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
72,722
shares
|
$3.3 Million
1.54% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
72,122
shares
|
$3.27 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
72,101
shares
|
$3.27 Million
2.5% of portfolio
|
Q2 2025
Added 38.91%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
71,775
shares
|
$3.25 Million
1.92% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
70,687
shares
|
$3.2 Million
1.95% of portfolio
|
Q2 2025
Added 41.88%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
70,157
shares
|
$3.18 Million
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
69,328
shares
|
$3.14 Million
1.16% of portfolio
|
Q2 2025
Added 16.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
67,503
shares
|
$3.06 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
67,445
shares
|
$3.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
66,626
shares
|
$3.02 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
64,449
shares
|
$2.92 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
62,827
shares
|
$2.85 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
62,102
shares
|
$2.81 Million
1.45% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
59,040
shares
|
$2.68 Million
1.78% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
58,929
shares
|
$2.67 Million
0.14% of portfolio
|
Q2 2025
Added 79.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
58,856
shares
|
$2.67 Million
0.01% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
57,996
shares
|
$2.63 Million
1.24% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
57,900
shares
|
$2.62 Million
0.48% of portfolio
|
Q2 2025
Added 10.57%
|