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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
412,573
shares
|
$17.1 Million
1.04% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
402,492
shares
|
$16.7 Million
1.44% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
401,749
shares
|
$16.7 Million
1.25% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
399,786
shares
|
$16.6 Million
0.16% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
399,121
shares
|
$16.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
395,442
shares
|
$16.4 Million
5.46% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
389,613
shares
|
$16.2 Million
1.71% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
374,798
shares
|
$15.5 Million
2.71% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
344,109
shares
|
$14.3 Million
0.0% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
339,694
shares
|
$14.1 Million
0.91% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
339,509
shares
|
$14.1 Million
2.81% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
339,171
shares
|
$14.1 Million
2.22% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
336,505
shares
|
$14 Million
0.74% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
331,675
shares
|
$13.8 Million
0.63% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
329,963
shares
|
$13.7 Million
7.6% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
324,127
shares
|
$13.4 Million
2.8% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
318,912
shares
|
$13.2 Million
1.36% of portfolio
|
Q4 2023
Added 3.29%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
307,796
shares
|
$12.8 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
304,635
shares
|
$12.6 Million
4.36% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
290,057
shares
|
$12 Million
3.88% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
273,678
shares
|
$11.3 Million
0.04% of portfolio
|
Q3 2024
Added 38.04%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
271,510
shares
|
$11.3 Million
4.94% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
267,572
shares
|
$11.1 Million
7.62% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
249,371
shares
|
$10.3 Million
5.22% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
243,082
shares
|
$10.1 Million
3.95% of portfolio
|
Q3 2024
Added 3.71%
|