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 |
|---|---|---|---|---|---|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
39,979
shares
|
$1.81 Million
0.18% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
39,412
shares
|
$1.79 Million
1.44% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
39,091
shares
|
$1.77 Million
1.45% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
38,143
shares
|
$1.73 Million
0.34% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
37,817
shares
|
$1.71 Million
0.14% of portfolio
|
Q2 2025
Added 41.82%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
37,014
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 62.26%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
36,999
shares
|
$1.68 Million
0.9% of portfolio
|
Q2 2025
Added 24.18%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
36,910
shares
|
$1.67 Million
0.8% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
36,538
shares
|
$1.66 Million
1.06% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
36,402
shares
|
$1.65 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
36,220
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Added 69.47%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
36,048
shares
|
$1.63 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
35,441
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
35,283
shares
|
$1.6 Million
0.4% of portfolio
|
Q3 2023
Added 14.12%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
34,995
shares
|
$1.59 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
34,628
shares
|
$1.57 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
34,511
shares
|
$1.56 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
34,267
shares
|
$1.55 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
34,235
shares
|
$1.55 Million
0.96% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
34,202
shares
|
$1.55 Million
0.58% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
33,613
shares
|
$1.52 Million
0.15% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
33,459
shares
|
$1.52 Million
0.9% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
33,442
shares
|
$1.52 Million
0.38% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
33,358
shares
|
$1.51 Million
0.27% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
33,174
shares
|
$1.5 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.16%
|