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 |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
1,269,662
shares
|
$57.5 Million
20.02% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
1,266,483
shares
|
$57.4 Million
0.35% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
1,253,779
shares
|
$56.8 Million
19.97% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,195,351
shares
|
$54.2 Million
3.26% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,094,777
shares
|
$49.6 Million
14.55% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,079,322
shares
|
$48.9 Million
0.07% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,069,342
shares
|
$48.5 Million
10.27% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
1,029,072
shares
|
$46.6 Million
31.2% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
961,273
shares
|
$43.6 Million
1.16% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
943,025
shares
|
$42.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
918,120
shares
|
$41.6 Million
2.66% of portfolio
|
Q2 2025
Added 54.49%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
909,269
shares
|
$41.2 Million
7.14% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
905,106
shares
|
$41 Million
0.18% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
901,194
shares
|
$40.8 Million
8.26% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
890,856
shares
|
$40.4 Million
3.12% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
851,789
shares
|
$38.6 Million
0.2% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
833,680
shares
|
$37.8 Million
18.42% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
828,196
shares
|
$37.5 Million
5.75% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
827,449
shares
|
$37.5 Million
0.01% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
823,593
shares
|
$37.3 Million
8.83% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
823,273
shares
|
$37.3 Million
15.28% of portfolio
|
Q2 2025
Added 195451.78%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
812,484
shares
|
$36.8 Million
6.56% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
796,250
shares
|
$36.1 Million
1.18% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
791,943
shares
|
$35.9 Million
22.69% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
773,824
shares
|
$35.1 Million
22.67% of portfolio
|
Q2 2025
Added 28.29%
|