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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
12,692
shares
|
$575,074
0.16% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
12,573
shares
|
$569,682
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
12,522
shares
|
$567,371
0.02% of portfolio
|
Q3 2023
Added 147.18%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
12,493
shares
|
$566,057
0.1% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
12,435
shares
|
$563,429
0.01% of portfolio
|
Q4 2024
Reduced 27.29%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,973
shares
|
$542,496
0.49% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
11,932
shares
|
$540,638
0.04% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
11,923
shares
|
$540,231
0.21% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
11,846
shares
|
$536,742
0.2% of portfolio
|
Q1 2025
Added 28.19%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
11,718
shares
|
$530,942
0.03% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
11,679
shares
|
$529,175
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
11,616
shares
|
$526,320
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
11,520
shares
|
$521,971
0.18% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
11,448
shares
|
$518,708
0.01% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
11,262
shares
|
$510,281
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
11,209
shares
|
$507,879
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
11,147
shares
|
$505,070
0.01% of portfolio
|
Q2 2025
Added 20.74%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
11,078
shares
|
$501,944
0.05% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
11,076
shares
|
$501,853
0.01% of portfolio
|
Q2 2025
Reduced 68.05%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
10,992
shares
|
$498,047
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
10,940
shares
|
$495,691
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jul 30, 2025 Q2 2025 |
10,890
shares
|
$493,425
0.28% of portfolio
|
Q2 2025
Added 28.43%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
10,857
shares
|
$491,930
0.21% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
10,810
shares
|
$489,801
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
10,806
shares
|
$489,619
0.08% of portfolio
|
Q2 2025
Reduced 43.85%
|