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 413 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
9,566
shares
|
$396,606
0.26% of portfolio
|
Q2 2024
Reduced 35.02%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
9,549
shares
|
$395,901
0.06% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9,480
shares
|
$393,040
0.18% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
9,437
shares
|
$391,258
0.14% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
9,279
shares
|
$384,707
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
8,933
shares
|
$370,362
0.07% of portfolio
|
Q1 2024
Reduced 31.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
8,866
shares
|
$367,584
0.0% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,831
shares
|
$366,133
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
8,810
shares
|
$365,262
0.06% of portfolio
|
Q3 2023
Added 28.43%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
8,777
shares
|
$363,894
0.01% of portfolio
|
Q3 2024
Reduced 22.53%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,694
shares
|
$360,453
0.26% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
8,680
shares
|
$359,872
0.16% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,656
shares
|
$358,877
0.0% of portfolio
|
Q3 2024
Added 10328.92%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
8,529
shares
|
$353,612
0.17% of portfolio
|
Q1 2024
Reduced 2.55%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
8,457
shares
|
$350,627
0.24% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
8,429
shares
|
$349,466
0.19% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
8,291
shares
|
$343,744
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
8,287
shares
|
$343,579
0.03% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
8,239
shares
|
$341,588
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,879
shares
|
$326,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
7,872
shares
|
$326,373
0.0% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
7,484
shares
|
$310,286
0.18% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
7,347
shares
|
$304,606
0.08% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
7,344
shares
|
$304,482
0.04% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
7,035
shares
|
$291,671
0.0% of portfolio
|
Q3 2024
Added 5.13%
|