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 |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,202
shares
|
$54,462
0.01% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,199
shares
|
$54,326
0.02% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,075
shares
|
$48,708
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
1,031
shares
|
$46,714
0.02% of portfolio
|
Q2 2025
Reduced 62.11%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
954
shares
|
$43,225
0.0% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
770
shares
|
$34,888
0.02% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
684
shares
|
$30,992
0.0% of portfolio
|
Q4 2024
Added 55.81%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
509
shares
|
$23,062
0.01% of portfolio
|
Q4 2024
Reduced 48.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
431
shares
|
$19,528
0.0% of portfolio
|
Q4 2023
Reduced 2.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
422
shares
|
$19,120
0.0% of portfolio
|
Q2 2025
Reduced 68.88%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
415
shares
|
$18,803
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
389
shares
|
$17,625
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
370
shares
|
$16,764
0.0% of portfolio
|
Q2 2025
Reduced 48.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
365
shares
|
$16,538
0.0% of portfolio
|
Q2 2025
Reduced 67.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
230
shares
|
$10,421
0.0% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
202
shares
|
$9,152
0.0% of portfolio
|
Q2 2025
Reduced 51.56%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
162
shares
|
$7,340
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
149
shares
|
$6,751
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
114
shares
|
$5,165
0.0% of portfolio
|
Q2 2025
Reduced 98.63%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
106
shares
|
$4,802
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
102
shares
|
$4,621
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
101
shares
|
$4,576
0.0% of portfolio
|
Q3 2024
Added 10000.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
92
shares
|
$4,168
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
82
shares
|
$3,715
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
74
shares
|
$3,352
0.0% of portfolio
|
Q2 2025
Reduced 33.93%
|