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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
31,777
shares
|
$1.44 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
31,294
shares
|
$1.42 Million
0.51% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
29,590
shares
|
$1.34 Million
0.65% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
28,529
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Reduced 21.45%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
28,222
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Added 44.14%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
27,447
shares
|
$1.24 Million
0.43% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
27,437
shares
|
$1.24 Million
0.61% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
27,416
shares
|
$1.24 Million
1.03% of portfolio
|
Q4 2022
Added 32.12%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
26,850
shares
|
$1.22 Million
0.09% of portfolio
|
Q2 2025
Added 25.16%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
26,628
shares
|
$1.21 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
|
$1.19 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
|
$1.18 Million
0.49% of portfolio
|
Q2 2025
Added 205.48%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
24,861
shares
|
$1.13 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
24,823
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
24,738
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 98.46%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
24,350
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.11%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
23,700
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 32.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
23,303
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
23,275
shares
|
$1.05 Million
0.53% of portfolio
|
Q1 2024
Added 3.6%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
22,825
shares
|
$1.03 Million
0.09% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
22,416
shares
|
$1.02 Million
0.3% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
22,191
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
21,724
shares
|
$984,314
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
21,467
shares
|
$972,669
0.03% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 13, 2025 Q2 2025 |
21,378
shares
|
$968,637
1.51% of portfolio
|
Q3 2024
New holding
|