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 413 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
624,746
shares
|
$25.9 Million
8.81% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
609,880
shares
|
$25.3 Million
8.36% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
599,679
shares
|
$24.9 Million
5.78% of portfolio
|
Q3 2024
Added 20.01%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 06, 2024 Q3 2024 |
593,122
shares
|
$24.6 Million
16.14% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
584,782
shares
|
$24.2 Million
10.27% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
584,573
shares
|
$24.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
552,181
shares
|
$22.9 Million
0.11% of portfolio
|
Q2 2023
Reduced 53.21%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
528,454
shares
|
$21.9 Million
10.18% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
526,639
shares
|
$21.8 Million
5.33% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
525,917
shares
|
$21.8 Million
10.64% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
524,078
shares
|
$21.7 Million
6.91% of portfolio
|
Q3 2024
Added 19.55%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
511,623
shares
|
$21.2 Million
10.69% of portfolio
|
Q3 2024
Added 16.37%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
510,631
shares
|
$21.2 Million
5.42% of portfolio
|
Q3 2024
Added 59.62%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
510,351
shares
|
$21.2 Million
3.29% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
506,617
shares
|
$21 Million
0.01% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
504,608
shares
|
$20.9 Million
1.76% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
498,168
shares
|
$20.7 Million
0.48% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
491,773
shares
|
$20.4 Million
7.57% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
486,642
shares
|
$20.2 Million
0.09% of portfolio
|
Q3 2024
Added 14.21%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
478,256
shares
|
$19.8 Million
3.63% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
469,935
shares
|
$19.5 Million
5.67% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
468,677
shares
|
$19.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
464,620
shares
|
$19.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
450,588
shares
|
$18.7 Million
0.7% of portfolio
|
Q2 2024
Added 13.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
421,418
shares
|
$17.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.26%
|