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 |
|---|---|---|---|---|---|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
57,437
shares
|
$2.6 Million
1.21% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
56,414
shares
|
$2.56 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
56,332
shares
|
$2.55 Million
0.04% of portfolio
|
Q4 2023
Added 4.2%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
56,046
shares
|
$2.54 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
55,163
shares
|
$2.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
54,627
shares
|
$2.48 Million
0.02% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
54,416
shares
|
$2.47 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
54,416
shares
|
$2.47 Million
0.34% of portfolio
|
Q2 2025
Added 272.15%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
53,001
shares
|
$2.4 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
52,292
shares
|
$2.37 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
52,064
shares
|
$2.36 Million
0.63% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
51,507
shares
|
$2.33 Million
0.75% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
51,072
shares
|
$2.31 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Jul 28, 2025 Q2 2025 |
48,538
shares
|
$2.2 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
48,313
shares
|
$2.19 Million
0.85% of portfolio
|
Q2 2023
Reduced 1.75%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
47,264
shares
|
$2.14 Million
0.98% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
45,782
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
45,679
shares
|
$2.07 Million
0.42% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
44,935
shares
|
$2.04 Million
1.79% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
44,667
shares
|
$2.02 Million
1.4% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
43,365
shares
|
$1.96 Million
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
42,517
shares
|
$1.93 Million
0.74% of portfolio
|
Q1 2025
Reduced 27.06%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
41,516
shares
|
$1.88 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
41,458
shares
|
$1.88 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
40,525
shares
|
$1.84 Million
1.01% of portfolio
|
Q2 2025
Reduced 12.94%
|