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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
5,381
shares
|
$243,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Aug 13, 2025 Q2 2025 |
5,252
shares
|
$237,968
0.14% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,223
shares
|
$236,654
0.02% of portfolio
|
Q2 2025
Reduced 46.49%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
5,180
shares
|
$234,705
0.12% of portfolio
|
Q1 2025
Reduced 56.1%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
5,171
shares
|
$234,298
0.02% of portfolio
|
Q2 2025
Reduced 60.71%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
5,168
shares
|
$234,162
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,835
shares
|
$219,073
0.14% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,615
shares
|
$209,105
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
4,600
shares
|
$208,426
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
4,567
shares
|
$206,930
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
4,145
shares
|
$187,809
0.0% of portfolio
|
Q2 2025
Reduced 34.11%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
3,784
shares
|
$171,453
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
3,597
shares
|
$162,980
0.11% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,581
shares
|
$162,255
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,193
shares
|
$144,674
0.0% of portfolio
|
Q2 2025
Added 297.63%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,480
shares
|
$112,368
0.0% of portfolio
|
Q2 2025
Reduced 53.67%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
2,411
shares
|
$109,242
0.07% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,352
shares
|
$106,569
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,208
shares
|
$100,044
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,947
shares
|
$88,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,757
shares
|
$79,609
0.0% of portfolio
|
Q2 2025
Reduced 49.01%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
1,699
shares
|
$76,981
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,658
shares
|
$75,123
0.01% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,638
shares
|
$74,217
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,376
shares
|
$62,346
0.01% of portfolio
|
Q4 2024
New holding
|