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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
27,296
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
26,663
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
26,514
shares
|
$1.1 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
26,260
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
25,700
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.28%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
23,956
shares
|
$993,215
0.15% of portfolio
|
Q4 2023
Reduced 7.68%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
23,913
shares
|
$991,432
0.66% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
23,558
shares
|
$976,714
0.33% of portfolio
|
Q3 2024
Added 81.23%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
23,316
shares
|
$966,681
0.0% of portfolio
|
Q3 2024
Added 36.41%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
23,275
shares
|
$964,981
0.53% of portfolio
|
Q1 2024
Added 3.6%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
22,344
shares
|
$926,382
0.04% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
22,170
shares
|
$919,168
0.01% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
21,553
shares
|
$893,587
0.3% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
21,525
shares
|
$892,426
0.09% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
21,378
shares
|
$886,331
1.66% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
21,291
shares
|
$882,724
0.08% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
20,997
shares
|
$870,535
0.07% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
20,775
shares
|
$861,331
0.18% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
20,602
shares
|
$854,158
0.19% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
20,329
shares
|
$842,840
0.93% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
19,944
shares
|
$826,878
0.36% of portfolio
|
Q1 2024
Reduced 26.54%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
19,765
shares
|
$819,456
0.29% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
19,612
shares
|
$813,113
0.4% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
19,487
shares
|
$807,931
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
18,875
shares
|
$782,557
0.1% of portfolio
|
Q3 2024
Reduced 0.6%
|