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 513 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 $6.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
1,253,243
shares
|
$54.2 Million
19.41% of portfolio
|
Q1 2025
Reduced 98.39%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
1,225,369
shares
|
$52.9 Million
10.14% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
1,216,176
shares
|
$52.6 Million
3.43% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,139,600
shares
|
$49.2 Million
0.33% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,094,777
shares
|
$47.3 Million
14.55% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,079,690
shares
|
$46.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.9%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,069,342
shares
|
$46.2 Million
10.27% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,056,117
shares
|
$45.6 Million
0.07% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
1,029,072
shares
|
$44.5 Million
31.2% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,026,093
shares
|
$44.3 Million
7.71% of portfolio
|
Q1 2025
Added 19.51%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
1,013,064
shares
|
$43.8 Million
7.38% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
949,142
shares
|
$41 Million
0.59% of portfolio
|
Q1 2025
Added 28.55%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
940,221
shares
|
$40.6 Million
1.22% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
918,120
shares
|
$39.7 Million
2.66% of portfolio
|
Q2 2025
Added 54.49%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
913,856
shares
|
$39.5 Million
3.53% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
909,269
shares
|
$39.3 Million
7.14% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
875,848
shares
|
$37.8 Million
8.22% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
845,722
shares
|
$36.5 Million
0.18% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
835,023
shares
|
$36.1 Million
14.41% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
814,487
shares
|
$35.2 Million
6.21% of portfolio
|
Q1 2025
Reduced 67.93%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
812,484
shares
|
$35.1 Million
6.56% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
796,250
shares
|
$34.4 Million
1.18% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
790,704
shares
|
$34.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
784,696
shares
|
$33.9 Million
13.41% of portfolio
|
Q1 2025
Added 31.7%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
778,393
shares
|
$33.6 Million
17.96% of portfolio
|
Q1 2025
Added 4.73%
|