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 |
---|---|---|---|---|---|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
10,772
shares
|
$488,079
0.03% of portfolio
|
Q2 2025
Reduced 89.8%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,764
shares
|
$487,716
0.0% of portfolio
|
Q2 2025
Added 26.01%
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
10,690
shares
|
$484,363
0.11% of portfolio
|
Q2 2025
Added 4.91%
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
10,680
shares
|
$483,910
0.01% of portfolio
|
Q4 2024
Added 93.3%
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
10,646
shares
|
$482,370
0.14% of portfolio
|
Q2 2025
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,622
shares
|
$481,282
0.01% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
10,605
shares
|
$480,512
0.19% of portfolio
|
Q1 2025
New holding
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
10,403
shares
|
$471,359
0.11% of portfolio
|
Q2 2025
Added 6.27%
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
10,381
shares
|
$470,363
0.22% of portfolio
|
Q2 2025
Added 2.48%
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,100
shares
|
$457,631
0.08% of portfolio
|
Q1 2023
Added 5.21%
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
9,952
shares
|
$450,925
0.13% of portfolio
|
Q2 2025
Added 0.28%
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
9,924
shares
|
$449,656
0.06% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
9,860
shares
|
$446,756
0.06% of portfolio
|
Q4 2024
Added 11.92%
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
9,836
shares
|
$445,669
0.05% of portfolio
|
Q2 2025
Added 0.22%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
9,673
shares
|
$438,283
0.03% of portfolio
|
Q2 2025
New holding
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
9,657
shares
|
$437,558
0.2% of portfolio
|
Q2 2025
Added 0.17%
|
|
Gordian Advisors LLC
Tucson, AZ |
Jul 25, 2025 Q2 2025 |
9,495
shares
|
$430,218
0.29% of portfolio
|
Q2 2025
New holding
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
9,464
shares
|
$428,813
0.12% of portfolio
|
Q2 2025
Added 0.02%
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
9,445
shares
|
$427,952
0.25% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
9,334
shares
|
$422,923
0.01% of portfolio
|
Q2 2025
New holding
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
9,287
shares
|
$420,793
0.01% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,193
shares
|
$416,534
0.0% of portfolio
|
Q2 2025
New holding
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
9,138
shares
|
$414,042
0.12% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,035
shares
|
$409,375
0.08% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
8,933
shares
|
$404,754
0.07% of portfolio
|
Q1 2024
Reduced 31.44%
|