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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,220
shares
|
$689,618
0.0% of portfolio
|
Q3 2023
Reduced 10.29%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
15,015
shares
|
$680,329
0.12% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
14,912
shares
|
$675,662
0.18% of portfolio
|
Q1 2025
Added 40.2%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
14,910
shares
|
$675,572
0.07% of portfolio
|
Q2 2025
Added 53.3%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
14,802
shares
|
$670,678
0.01% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
14,752
shares
|
$668,413
0.48% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
14,651
shares
|
$663,836
0.06% of portfolio
|
Q2 2025
Added 89.24%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
14,625
shares
|
$662,658
0.14% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
14,516
shares
|
$657,719
1.29% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
14,228
shares
|
$644,670
0.41% of portfolio
|
Q4 2024
Reduced 49.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
14,163
shares
|
$641,725
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
13,590
shares
|
$615,762
0.15% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
13,543
shares
|
$613,633
0.0% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
13,384
shares
|
$606,429
0.04% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
13,363
shares
|
$605,477
0.45% of portfolio
|
Q2 2025
Added 114.63%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
13,344
shares
|
$604,616
0.23% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
13,131
shares
|
$594,965
0.05% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
13,106
shares
|
$593,832
0.22% of portfolio
|
Q4 2022
Reduced 19.95%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,094
shares
|
$593,289
0.01% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
12,995
shares
|
$588,803
0.02% of portfolio
|
Q3 2022
Added 25.74%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
12,945
shares
|
$586,537
0.04% of portfolio
|
Q2 2025
Reduced 56.04%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
12,900
shares
|
$584,499
0.41% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
12,874
shares
|
$583,320
0.27% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
12,840
shares
|
$581,780
0.36% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
12,730
shares
|
$576,796
0.24% of portfolio
|
Q2 2025
Added 1.67%
|