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 |
|---|---|---|---|---|---|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
35,985
shares
|
$1.49 Million
0.63% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
35,856
shares
|
$1.49 Million
1.34% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
35,793
shares
|
$1.48 Million
0.61% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
35,283
shares
|
$1.46 Million
0.4% of portfolio
|
Q3 2023
Added 14.12%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
34,742
shares
|
$1.44 Million
0.84% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
34,414
shares
|
$1.43 Million
0.23% of portfolio
|
Q3 2024
Reduced 42.73%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
34,350
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2024
Added 28.73%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,283
shares
|
$1.42 Million
0.07% of portfolio
|
Q3 2024
Added 14.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
33,856
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
33,759
shares
|
$1.4 Million
0.3% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
33,755
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
33,442
shares
|
$1.39 Million
0.16% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
32,893
shares
|
$1.36 Million
0.97% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
32,769
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
31,575
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Dec 17, 2024 Q3 2024 |
31,543
shares
|
$1.31 Million
0.72% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
31,312
shares
|
$1.3 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
29,764
shares
|
$1.23 Million
0.71% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
29,523
shares
|
$1.22 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
29,445
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
28,833
shares
|
$1.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 31.78%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
28,727
shares
|
$1.19 Million
0.1% of portfolio
|
Q2 2024
Added 6077.85%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
28,430
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 32.86%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
27,962
shares
|
$1.16 Million
0.83% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
27,416
shares
|
$1.14 Million
1.03% of portfolio
|
Q4 2022
Added 32.12%
|