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 513 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 $6.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
27,416
shares
|
$1.18 Million
1.03% of portfolio
|
Q4 2022
Added 32.12%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
26,985
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Added 31.6%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
26,666
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
26,628
shares
|
$1.15 Million
0.5% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
26,161
shares
|
$1.13 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
26,054
shares
|
$1.13 Million
0.49% of portfolio
|
Q2 2025
Added 205.48%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
24,861
shares
|
$1.07 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
24,350
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.11%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
23,275
shares
|
$1.01 Million
0.53% of portfolio
|
Q1 2024
Added 3.6%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
22,825
shares
|
$986,268
0.09% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
22,265
shares
|
$962,070
0.29% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
21,452
shares
|
$926,940
0.07% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
21,378
shares
|
$923,743
1.45% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
21,373
shares
|
$923,527
0.0% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
21,368
shares
|
$923,311
0.12% of portfolio
|
Q1 2025
Added 11.81%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
21,319
shares
|
$921,193
0.73% of portfolio
|
Q1 2025
Reduced 52.33%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
21,244
shares
|
$917,953
0.03% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
21,159
shares
|
$914,280
0.48% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
21,061
shares
|
$910,045
0.07% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
21,049
shares
|
$909,527
0.04% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
20,823
shares
|
$899,761
0.24% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
20,620
shares
|
$890,990
0.17% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
20,245
shares
|
$874,786
0.16% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
19,581
shares
|
$846,095
0.38% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
19,461
shares
|
$840,909
0.31% of portfolio
|
Q4 2024
Reduced 2.42%
|