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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,659
shares
|
$301,719
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
6,658
shares
|
$301,673
0.01% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
6,571
shares
|
$297,732
0.03% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
6,561
shares
|
$297,278
0.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
6,545
shares
|
$296,553
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,409
shares
|
$290,391
0.13% of portfolio
|
Q2 2025
Reduced 45.92%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,222
shares
|
$281,918
0.09% of portfolio
|
Q3 2023
Reduced 21.01%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
6,206
shares
|
$281,193
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
6,198
shares
|
$280,831
0.03% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
6,125
shares
|
$277,523
0.01% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
6,048
shares
|
$274,034
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
5,960
shares
|
$270,047
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,893
shares
|
$267,011
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,845
shares
|
$264,836
0.06% of portfolio
|
Q4 2022
Reduced 75.94%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
5,831
shares
|
$264,202
0.02% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
5,809
shares
|
$263,205
0.16% of portfolio
|
Q1 2025
Reduced 26.07%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
5,716
shares
|
$258,991
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,712
shares
|
$258,810
0.19% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
5,711
shares
|
$258,765
0.05% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
5,660
shares
|
$256,454
0.13% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
5,565
shares
|
$252,150
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
5,553
shares
|
$251,606
0.11% of portfolio
|
Q1 2025
Reduced 52.64%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
5,439
shares
|
$246,441
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
5,412
shares
|
$245,217
0.11% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
5,407
shares
|
$244,991
0.13% of portfolio
|
Q2 2025
New holding
|