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 |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
756,976
shares
|
$32.7 Million
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
750,905
shares
|
$32.4 Million
22.91% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
744,398
shares
|
$32.2 Million
0.01% of portfolio
|
Q1 2025
Added 26.0%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
732,989
shares
|
$31.7 Million
16.98% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
716,169
shares
|
$30.9 Million
8.11% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
709,044
shares
|
$30.6 Million
0.93% of portfolio
|
Q1 2025
Added 2375.37%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
694,295
shares
|
$30 Million
9.53% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
674,737
shares
|
$29.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
648,830
shares
|
$28 Million
12.75% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
646,574
shares
|
$27.9 Million
3.66% of portfolio
|
Q2 2025
Added 17.71%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
636,076
shares
|
$27.5 Million
17.46% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
633,292
shares
|
$27.4 Million
7.12% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
625,611
shares
|
$27 Million
8.04% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
603,830
shares
|
$26.1 Million
14.98% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
603,188
shares
|
$26.1 Million
19.15% of portfolio
|
Q1 2025
Added 22.15%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
597,517
shares
|
$25.8 Million
5.44% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
586,977
shares
|
$25.4 Million
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
586,499
shares
|
$25.3 Million
11.71% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
581,830
shares
|
$25.1 Million
20.84% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
576,272
shares
|
$24.9 Million
0.05% of portfolio
|
Q1 2025
Added 39.05%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
571,372
shares
|
$24.7 Million
9.71% of portfolio
|
Q1 2025
Added 34.15%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
565,805
shares
|
$24.4 Million
5.27% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
552,181
shares
|
$23.9 Million
0.11% of portfolio
|
Q2 2023
Reduced 53.21%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
540,607
shares
|
$23.4 Million
0.01% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
514,569
shares
|
$22.2 Million
3.83% of portfolio
|
Q2 2025
Added 2.62%
|