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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
21,297
shares
|
$964,967
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
21,221
shares
|
$961,523
0.07% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
21,159
shares
|
$958,714
0.48% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
21,000
shares
|
$951,510
0.0% of portfolio
|
Q2 2025
Reduced 49.28%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
20,823
shares
|
$943,490
0.24% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
20,756
shares
|
$940,454
0.11% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
20,620
shares
|
$934,292
0.17% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
19,856
shares
|
$899,675
0.53% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
19,835
shares
|
$898,723
0.17% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
19,581
shares
|
$887,215
0.38% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
19,461
shares
|
$881,777
0.31% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
19,403
shares
|
$879,149
0.66% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
19,208
shares
|
$870,314
0.03% of portfolio
|
Q2 2025
Reduced 16.12%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
18,986
shares
|
$860,255
0.5% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
18,839
shares
|
$853,595
0.1% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
17,827
shares
|
$807,741
0.4% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
17,659
shares
|
$800,129
0.06% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
17,394
shares
|
$788,122
0.28% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
17,080
shares
|
$773,894
0.39% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
16,930
shares
|
$767,098
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
16,417
shares
|
$743,854
0.32% of portfolio
|
Q2 2025
Reduced 45.27%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
16,150
shares
|
$731,756
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
15,771
shares
|
$714,584
0.14% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
15,496
shares
|
$702,123
0.01% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
15,405
shares
|
$698,000
0.08% of portfolio
|
Q2 2025
New holding
|