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 |
|---|---|---|---|---|---|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
6,816
shares
|
$282,591
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
6,744
shares
|
$279,606
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
6,684
shares
|
$277,118
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
6,587
shares
|
$273,097
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
6,571
shares
|
$272,433
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
6,546
shares
|
$271,397
0.05% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
6,545
shares
|
$271,355
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
6,493
shares
|
$269,199
0.03% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,291
shares
|
$260,824
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
6,222
shares
|
$257,964
0.09% of portfolio
|
Q3 2023
Reduced 21.01%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
6,128
shares
|
$254,066
0.03% of portfolio
|
Q2 2024
Reduced 14.45%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,072
shares
|
$251,745
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
6,070
shares
|
$251,662
0.09% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
5,960
shares
|
$247,101
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,845
shares
|
$242,333
0.06% of portfolio
|
Q4 2022
Reduced 75.94%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,845
shares
|
$242,333
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
5,660
shares
|
$234,663
0.13% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
5,525
shares
|
$229,066
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
5,169
shares
|
$214,306
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
5,168
shares
|
$214,265
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,116
shares
|
$212,109
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,050
shares
|
$209,373
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,835
shares
|
$200,459
0.14% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
4,600
shares
|
$190,716
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
3,909
shares
|
$162,067
0.06% of portfolio
|
Q3 2024
New holding
|