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 |
|---|---|---|---|---|---|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
513,147
shares
|
$22.2 Million
9.93% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
512,961
shares
|
$22.2 Million
7.24% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
511,368
shares
|
$22.1 Million
14.84% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
504,608
shares
|
$21.8 Million
1.76% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
503,594
shares
|
$21.8 Million
0.48% of portfolio
|
Q1 2025
Reduced 32.53%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
498,696
shares
|
$21.5 Million
0.62% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
494,701
shares
|
$21.4 Million
9.69% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
492,235
shares
|
$21.3 Million
0.08% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
486,574
shares
|
$21 Million
0.14% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
481,620
shares
|
$20.8 Million
5.4% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
480,107
shares
|
$20.7 Million
0.0% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
474,674
shares
|
$20.5 Million
0.46% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
465,552
shares
|
$20.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 65.18%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
460,202
shares
|
$19.9 Million
1.2% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
456,829
shares
|
$19.7 Million
7.41% of portfolio
|
Q2 2025
Added 328.18%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
449,966
shares
|
$19.4 Million
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
446,808
shares
|
$19.3 Million
0.92% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
434,142
shares
|
$18.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
409,663
shares
|
$17.7 Million
0.42% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
407,023
shares
|
$17.6 Million
2.87% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
402,266
shares
|
$17.4 Million
1.72% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
378,980
shares
|
$16.4 Million
0.0% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
376,342
shares
|
$16.3 Million
8.44% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
371,340
shares
|
$16 Million
2.25% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
367,975
shares
|
$15.9 Million
1.48% of portfolio
|
Q2 2025
Added 6.58%
|