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 |
|---|---|---|---|---|---|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
251,963
shares
|
$10.9 Million
3.79% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
249,371
shares
|
$10.8 Million
5.22% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
235,906
shares
|
$10.2 Million
6.89% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
230,022
shares
|
$9.94 Million
7.66% of portfolio
|
Q1 2025
Added 33.64%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
228,055
shares
|
$9.85 Million
3.73% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
224,182
shares
|
$9.69 Million
6.09% of portfolio
|
Q2 2025
Added 47.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
222,108
shares
|
$9.6 Million
0.03% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
222,018
shares
|
$9.59 Million
4.87% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
219,696
shares
|
$9.49 Million
0.0% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
218,270
shares
|
$9.43 Million
5.52% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
217,428
shares
|
$9.4 Million
4.33% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
216,958
shares
|
$9.37 Million
0.29% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
213,602
shares
|
$9.23 Million
2.84% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
209,405
shares
|
$9.05 Million
3.25% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
209,364
shares
|
$9.05 Million
2.24% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
208,062
shares
|
$8.99 Million
3.94% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
200,993
shares
|
$8.68 Million
0.27% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
200,696
shares
|
$8.67 Million
1.61% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
199,857
shares
|
$8.64 Million
4.4% of portfolio
|
Q1 2023
Added 25.13%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
199,310
shares
|
$8.61 Million
2.75% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
199,258
shares
|
$8.61 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
183,571
shares
|
$7.93 Million
3.6% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
182,403
shares
|
$7.88 Million
2.47% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
182,312
shares
|
$7.88 Million
0.9% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
179,556
shares
|
$7.76 Million
1.75% of portfolio
|
Q3 2024
Added 0.0%
|